RUNN vs. SPYG
Compare and contrast key facts about Running Oak Efficient Growth ETF (RUNN) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
RUNN and SPYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RUNN is an actively managed fund by ROC. It was launched on Jun 7, 2023. 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: RUNN or SPYG.
Correlation
The correlation between RUNN and SPYG is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RUNN vs. SPYG - Performance Comparison
Key characteristics
RUNN:
1.13
SPYG:
1.75
RUNN:
1.71
SPYG:
2.30
RUNN:
1.21
SPYG:
1.32
RUNN:
1.77
SPYG:
2.47
RUNN:
4.57
SPYG:
9.49
RUNN:
2.98%
SPYG:
3.32%
RUNN:
12.07%
SPYG:
18.02%
RUNN:
-9.63%
SPYG:
-67.79%
RUNN:
-4.71%
SPYG:
-0.74%
Returns By Period
In the year-to-date period, RUNN achieves a 2.65% return, which is significantly lower than SPYG's 4.33% return.
RUNN
2.65%
-2.18%
4.86%
13.75%
N/A
N/A
SPYG
4.33%
0.99%
14.55%
33.05%
16.64%
15.22%
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RUNN vs. SPYG - Expense Ratio Comparison
RUNN has a 0.58% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
RUNN vs. SPYG — Risk-Adjusted Performance Rank
RUNN
SPYG
RUNN vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Running Oak Efficient Growth ETF (RUNN) 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
RUNN vs. SPYG - Dividend Comparison
RUNN's dividend yield for the trailing twelve months is around 0.38%, less than SPYG's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RUNN Running Oak Efficient Growth ETF | 0.38% | 0.39% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
RUNN vs. SPYG - Drawdown Comparison
The maximum RUNN drawdown since its inception was -9.63%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for RUNN and SPYG. For additional features, visit the drawdowns tool.
Volatility
RUNN vs. SPYG - Volatility Comparison
The current volatility for Running Oak Efficient Growth ETF (RUNN) is 2.42%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.38%. This indicates that RUNN 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.