RPXIX vs. SPY
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and State Street SPDR S&P 500 ETF (SPY).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. 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.
Performance
RPXIX vs. SPY - Performance Comparison
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RPXIX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | -10.42% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, RPXIX achieves a -10.42% return, which is significantly lower than SPY's -3.65% return. Over the past 10 years, RPXIX has underperformed SPY with an annualized return of 10.49%, while SPY has yielded a comparatively higher 14.06% annualized return.
RPXIX
- 1D
- 3.36%
- 1M
- -4.91%
- YTD
- -10.42%
- 6M
- -9.63%
- 1Y
- 8.55%
- 3Y*
- 17.33%
- 5Y*
- -0.85%
- 10Y*
- 10.49%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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RPXIX vs. SPY - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
RPXIX vs. SPY — Risk / Return Rank
RPXIX
SPY
RPXIX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and State Street 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.
| RPXIX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.96 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.49 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.53 | -0.91 |
Martin ratioReturn relative to average drawdown | 2.17 | 7.27 | -5.10 |
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
| RPXIX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.96 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.70 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.79 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between RPXIX and SPY is 0.89, 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
RPXIX vs. SPY - Dividend Comparison
RPXIX's dividend yield for the trailing twelve months is around 10.21%, more than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 10.21% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
RPXIX vs. SPY - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -58.56%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RPXIX and SPY.
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Drawdown Indicators
| RPXIX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.56% | -55.19% | -3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -12.05% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -24.50% | -34.06% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -33.72% | -24.84% |
Current DrawdownCurrent decline from peak | -17.48% | -5.53% | -11.95% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -9.09% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.54% | +1.83% |
Volatility
RPXIX vs. SPY - Volatility Comparison
RiverPark Large Growth Fund (RPXIX) has a higher volatility of 6.12% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. This indicates that RPXIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPXIX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 5.35% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 9.50% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.36% | 19.06% | +2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.39% | 17.06% | +9.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.73% | 17.92% | +6.81% |