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 Jun 27, 2016.
Performance
SECUX vs. VTI - Performance Comparison
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SECUX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECUX Guggenheim StylePlus - Mid Growth Fund | -1.69% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, SECUX achieves a -1.69% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, SECUX has underperformed VTI with an annualized return of 9.72%, while VTI has yielded a comparatively higher 13.60% annualized return.
SECUX
- 1D
- -1.74%
- 1M
- -8.16%
- YTD
- -1.69%
- 6M
- -3.52%
- 1Y
- 7.79%
- 3Y*
- 9.89%
- 5Y*
- 3.03%
- 10Y*
- 9.72%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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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.
Return for Risk
SECUX vs. VTI — Risk / Return Rank
SECUX
VTI
SECUX vs. VTI - Risk-Adjusted Trends 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.
| SECUX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.96 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.48 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.52 | -1.06 |
Martin ratioReturn relative to average drawdown | 1.84 | 7.26 | -5.42 |
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
| SECUX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.96 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.60 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.75 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.48 | -0.23 |
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.
Dividends
SECUX vs. VTI - Dividend Comparison
SECUX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECUX Guggenheim StylePlus - Mid Growth Fund | 0.00% | 0.00% | 0.00% | 2.31% | 41.48% | 6.54% | 14.34% | 2.18% | 27.68% | 12.89% | 0.59% | 14.34% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
SECUX vs. VTI - Drawdown Comparison
The maximum SECUX drawdown since its inception was -71.68%, 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.
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Drawdown Indicators
| SECUX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -55.45% | -16.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -12.30% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -37.80% | -25.36% | -12.44% |
Max Drawdown (10Y)Largest decline over 10 years | -38.56% | -35.00% | -3.56% |
Current DrawdownCurrent decline from peak | -10.07% | -6.25% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -18.49% | -8.08% | -10.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.58% | +0.68% |
Volatility
SECUX vs. VTI - Volatility Comparison
Guggenheim StylePlus - Mid Growth Fund (SECUX) has a higher volatility of 6.80% compared to Vanguard Total Stock Market ETF (VTI) at 5.45%. 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.
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Volatility by Period
| SECUX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 5.45% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 9.73% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.78% | 19.01% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 17.42% | +3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 18.29% | +2.81% |