RALVX vs. SPYG
Compare and contrast key facts about Russell Investments LifePoints Growth Strategy Fund (RALVX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
RALVX is managed by Russell. It was launched on Mar 23, 1998. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RALVX or SPYG.
Correlation
The correlation between RALVX and SPYG is 0.82, 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
RALVX vs. SPYG - Performance Comparison
Key characteristics
RALVX:
1.31
SPYG:
1.75
RALVX:
1.82
SPYG:
2.30
RALVX:
1.24
SPYG:
1.32
RALVX:
0.80
SPYG:
2.47
RALVX:
6.19
SPYG:
9.49
RALVX:
2.07%
SPYG:
3.32%
RALVX:
9.82%
SPYG:
18.02%
RALVX:
-33.30%
SPYG:
-67.79%
RALVX:
-4.82%
SPYG:
-0.74%
Returns By Period
The year-to-date returns for both investments are quite close, with RALVX having a 4.18% return and SPYG slightly higher at 4.33%. Over the past 10 years, RALVX has underperformed SPYG with an annualized return of 2.67%, while SPYG has yielded a comparatively higher 15.22% annualized return.
RALVX
4.18%
1.49%
3.72%
13.03%
3.58%
2.67%
SPYG
4.33%
0.99%
14.55%
33.05%
16.64%
15.22%
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RALVX vs. SPYG - Expense Ratio Comparison
RALVX has a 0.75% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
RALVX vs. SPYG — Risk-Adjusted Performance Rank
RALVX
SPYG
RALVX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Growth Strategy Fund (RALVX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
RALVX vs. SPYG - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 1.36%, more than SPYG's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 1.36% | 1.42% | 1.21% | 1.06% | 4.11% | 0.48% | 1.18% | 5.81% | 2.63% | 2.16% | 1.23% | 2.04% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
RALVX vs. SPYG - Drawdown Comparison
The maximum RALVX drawdown since its inception was -33.30%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for RALVX and SPYG. For additional features, visit the drawdowns tool.
Volatility
RALVX vs. SPYG - Volatility Comparison
The current volatility for Russell Investments LifePoints Growth Strategy Fund (RALVX) is 2.25%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.38%. This indicates that RALVX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.