Correlation
The correlation between RALVX and SPYG is 0.91, 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.
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.
Performance
RALVX vs. SPYG - Performance Comparison
Loading data...
Key characteristics
RALVX:
0.72
SPYG:
0.82
RALVX:
0.98
SPYG:
1.15
RALVX:
1.14
SPYG:
1.16
RALVX:
0.66
SPYG:
0.82
RALVX:
2.87
SPYG:
2.75
RALVX:
3.17%
SPYG:
6.63%
RALVX:
14.25%
SPYG:
25.18%
RALVX:
-28.99%
SPYG:
-67.79%
RALVX:
-0.55%
SPYG:
-2.78%
Returns By Period
In the year-to-date period, RALVX achieves a 3.92% return, which is significantly higher than SPYG's 2.18% return. Over the past 10 years, RALVX has underperformed SPYG with an annualized return of 5.67%, while SPYG has yielded a comparatively higher 14.90% annualized return.
RALVX
3.92%
4.39%
0.56%
10.18%
8.44%
10.04%
5.67%
SPYG
2.18%
9.38%
3.01%
20.59%
17.35%
16.74%
14.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
RALVX vs. SPYG - Dividend Comparison
RALVX's dividend yield for the trailing twelve months is around 2.86%, more than SPYG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RALVX Russell Investments LifePoints Growth Strategy Fund | 2.86% | 2.77% | 1.21% | 4.21% | 17.98% | 0.54% | 6.24% | 7.01% | 5.99% | 4.79% | 1.23% | 2.04% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.60% | 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 -28.99%, 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.
Loading data...
Volatility
RALVX vs. SPYG - Volatility Comparison
The current volatility for Russell Investments LifePoints Growth Strategy Fund (RALVX) is 3.32%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.58%. 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.
Loading data...