PXSGX vs. SPY
Compare and contrast key facts about Virtus KAR Small-Cap Growth Fund (PXSGX) and SPDR S&P 500 ETF (SPY).
PXSGX is managed by Virtus. It was launched on Jun 28, 2006. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXSGX or SPY.
Correlation
The correlation between PXSGX and SPY is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PXSGX vs. SPY - Performance Comparison
Key characteristics
PXSGX:
-0.41
SPY:
0.30
PXSGX:
-0.41
SPY:
0.56
PXSGX:
0.94
SPY:
1.08
PXSGX:
-0.18
SPY:
0.31
PXSGX:
-0.77
SPY:
1.40
PXSGX:
13.23%
SPY:
4.18%
PXSGX:
24.86%
SPY:
19.64%
PXSGX:
-56.38%
SPY:
-55.19%
PXSGX:
-53.54%
SPY:
-13.86%
Returns By Period
In the year-to-date period, PXSGX achieves a -14.79% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, PXSGX has underperformed SPY with an annualized return of 4.77%, while SPY has yielded a comparatively higher 11.54% annualized return.
PXSGX
-14.79%
-5.72%
-24.57%
-9.62%
-4.99%
4.77%
SPY
-9.91%
-6.63%
-9.38%
7.66%
15.04%
11.54%
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PXSGX vs. SPY - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
PXSGX vs. SPY — Risk-Adjusted Performance Rank
PXSGX
SPY
PXSGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PXSGX vs. SPY - Dividend Comparison
PXSGX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.36%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
PXSGX vs. SPY - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -56.38%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for PXSGX and SPY. For additional features, visit the drawdowns tool.
Volatility
PXSGX vs. SPY - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Growth Fund (PXSGX) is 12.24%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that PXSGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.