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 | 1.72% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
VTI Vanguard Total Stock Market ETF | -3.29% | 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 1.72% return, which is significantly higher than VTI's -3.29% return. Over the past 10 years, SECUX has underperformed VTI with an annualized return of 10.10%, while VTI has yielded a comparatively higher 13.69% annualized return.
SECUX
- 1D
- 3.46%
- 1M
- -6.03%
- YTD
- 1.72%
- 6M
- 0.23%
- 1Y
- 10.47%
- 3Y*
- 11.15%
- 5Y*
- 3.34%
- 10Y*
- 10.10%
VTI
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.29%
- 6M
- -1.26%
- 1Y
- 18.60%
- 3Y*
- 18.14%
- 5Y*
- 10.63%
- 10Y*
- 13.69%
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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.
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 | 0.55 | 0.98 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.52 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.54 | -0.63 |
Martin ratioReturn relative to average drawdown | 3.61 | 7.30 | -3.69 |
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 | 0.55 | 0.98 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.61 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.75 | -0.27 |
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 | -6.96% | -5.54% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -18.49% | -8.08% | -10.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.60% | +0.69% |
Volatility
SECUX vs. VTI - Volatility Comparison
Guggenheim StylePlus - Mid Growth Fund (SECUX) has a higher volatility of 7.67% compared to Vanguard Total Stock Market ETF (VTI) at 5.48%. 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 | 7.67% | 5.48% | +2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 9.75% | +2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 19.02% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 17.41% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 18.29% | +2.83% |