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:
0.06
SPY:
1.95
PXSGX:
0.22
SPY:
2.60
PXSGX:
1.03
SPY:
1.36
PXSGX:
0.03
SPY:
2.98
PXSGX:
0.18
SPY:
12.42
PXSGX:
7.31%
SPY:
2.02%
PXSGX:
22.01%
SPY:
12.88%
PXSGX:
-53.72%
SPY:
-55.19%
PXSGX:
-45.65%
SPY:
-1.30%
Returns By Period
In the year-to-date period, PXSGX achieves a -0.30% return, which is significantly lower than SPY's 2.68% return. Over the past 10 years, PXSGX has underperformed SPY with an annualized return of 7.15%, while SPY has yielded a comparatively higher 13.67% annualized return.
PXSGX
-0.30%
-0.48%
-6.34%
0.06%
-4.57%
7.15%
SPY
2.68%
2.31%
9.96%
24.17%
15.14%
13.67%
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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 1.17%.
| 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 | 1.17% | 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 -53.72%, 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
Virtus KAR Small-Cap Growth Fund (PXSGX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.37% and 4.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.