RALVX vs. SPYG
Compare and contrast key facts about Russell Investments LifePoints Growth Strategy Fund (RALVX) and State Street 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.
Performance
RALVX vs. SPYG - Performance Comparison
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RALVX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | -1.38% | 17.44% | 11.36% | 17.18% | -16.76% | 17.82% | 6.13% | 15.33% | -7.92% | 13.55% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -6.91% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, RALVX achieves a -1.38% return, which is significantly higher than SPYG's -6.91% return. Over the past 10 years, RALVX has underperformed SPYG with an annualized return of 7.52%, while SPYG has yielded a comparatively higher 15.90% annualized return.
RALVX
- 1D
- 2.22%
- 1M
- -5.43%
- YTD
- -1.38%
- 6M
- 0.84%
- 1Y
- 16.10%
- 3Y*
- 12.67%
- 5Y*
- 6.57%
- 10Y*
- 7.52%
SPYG
- 1D
- 1.32%
- 1M
- -4.24%
- YTD
- -6.91%
- 6M
- -5.21%
- 1Y
- 23.24%
- 3Y*
- 22.39%
- 5Y*
- 12.53%
- 10Y*
- 15.90%
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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.
Return for Risk
RALVX vs. SPYG — Risk / Return Rank
RALVX
SPYG
RALVX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments LifePoints Growth Strategy Fund (RALVX) and State Street 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.
| RALVX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.04 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.62 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.75 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.60 | 6.81 | +0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RALVX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.04 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.60 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.32 | -0.09 |
Correlation
The correlation between RALVX and SPYG is 0.83, 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.
Dividends
RALVX vs. SPYG - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 11.84%, more than SPYG's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 11.84% | 11.68% | 2.31% | 1.21% | 4.20% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
RALVX vs. SPYG - Drawdown Comparison
The maximum RALVX drawdown since its inception was -59.59%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for RALVX and SPYG.
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Drawdown Indicators
| RALVX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.59% | -67.63% | +8.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -13.76% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | -32.67% | +8.32% |
Max Drawdown (10Y)Largest decline over 10 years | -30.08% | -32.67% | +2.59% |
Current DrawdownCurrent decline from peak | -6.12% | -9.06% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -13.33% | -24.48% | +11.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 3.55% | -1.36% |
Volatility
RALVX vs. SPYG - Volatility Comparison
The current volatility for Russell Investments LifePoints Growth Strategy Fund (RALVX) is 4.74%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.32%. 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.
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Volatility by Period
| RALVX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 7.32% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.55% | 12.90% | -5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.56% | 22.42% | -8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.13% | 21.13% | -8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.65% | 20.57% | -6.92% |