SECUX vs. VTI
Compare and contrast key facts about Guggenheim StylePlus - Mid Growth Fund (SECUX) and Vanguard Total Stock Market ETF (VTI).
SECUX is managed by Guggenheim. It was launched on Sep 17, 1969. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SECUX or VTI.
Correlation
The correlation between SECUX and VTI is 0.90, 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
SECUX vs. VTI - Performance Comparison
Key characteristics
SECUX:
1.06
VTI:
1.84
SECUX:
1.55
VTI:
2.48
SECUX:
1.19
VTI:
1.34
SECUX:
0.39
VTI:
2.77
SECUX:
4.53
VTI:
11.02
SECUX:
3.76%
VTI:
2.16%
SECUX:
16.12%
VTI:
12.93%
SECUX:
-75.43%
VTI:
-55.45%
SECUX:
-32.50%
VTI:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with SECUX having a 4.57% return and VTI slightly lower at 4.44%. Over the past 10 years, SECUX has underperformed VTI with an annualized return of -0.73%, while VTI has yielded a comparatively higher 12.69% annualized return.
SECUX
4.57%
-0.13%
11.16%
16.69%
-1.36%
-0.73%
VTI
4.44%
2.19%
10.73%
23.46%
13.79%
12.69%
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SECUX vs. VTI - Expense Ratio Comparison
SECUX has a 1.42% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
SECUX vs. VTI — Risk-Adjusted Performance Rank
SECUX
VTI
SECUX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim StylePlus - Mid Growth Fund (SECUX) and Vanguard Total Stock Market ETF (VTI). 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
SECUX vs. VTI - Dividend Comparison
SECUX's dividend yield for the trailing twelve months is around 2.46%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECUX Guggenheim StylePlus - Mid Growth Fund | 2.46% | 2.57% | 2.31% | 0.73% | 0.00% | 0.41% | 1.08% | 1.26% | 0.55% | 0.59% | 0.13% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
SECUX vs. VTI - Drawdown Comparison
The maximum SECUX drawdown since its inception was -75.43%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SECUX and VTI. For additional features, visit the drawdowns tool.
Volatility
SECUX vs. VTI - Volatility Comparison
Guggenheim StylePlus - Mid Growth Fund (SECUX) has a higher volatility of 4.54% compared to Vanguard Total Stock Market ETF (VTI) at 3.13%. This indicates that SECUX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.