SHRAX vs. SPY
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and SPDR S&P 500 ETF (SPY).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHRAX or SPY.
Correlation
The correlation between SHRAX and SPY is 0.85, 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
SHRAX vs. SPY - Performance Comparison
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Key characteristics
SHRAX:
-0.28
SPY:
0.50
SHRAX:
-0.16
SPY:
0.88
SHRAX:
0.97
SPY:
1.13
SHRAX:
-0.12
SPY:
0.56
SHRAX:
-0.54
SPY:
2.17
SHRAX:
14.39%
SPY:
4.85%
SHRAX:
29.09%
SPY:
20.02%
SHRAX:
-63.60%
SPY:
-55.19%
SHRAX:
-56.71%
SPY:
-7.65%
Returns By Period
In the year-to-date period, SHRAX achieves a -1.07% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, SHRAX has underperformed SPY with an annualized return of -7.47%, while SPY has yielded a comparatively higher 12.24% annualized return.
SHRAX
-1.07%
9.92%
-20.19%
-8.30%
-9.05%
-7.47%
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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SHRAX vs. SPY - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SHRAX vs. SPY — Risk-Adjusted Performance Rank
SHRAX
SPY
SHRAX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and 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.
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Dividends
SHRAX vs. SPY - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 20.62%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 20.62% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% | 1.97% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SHRAX vs. SPY - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -63.60%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SHRAX and SPY. For additional features, visit the drawdowns tool.
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Volatility
SHRAX vs. SPY - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 8.24% compared to SPDR S&P 500 ETF (SPY) at 7.48%. This indicates that SHRAX'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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