SPMIX vs. WFSPX
Compare and contrast key facts about Shelton Capital Management S&P Midcap Index Fund (SPMIX) and iShares S&P 500 Index Fund (WFSPX).
SPMIX is managed by BlackRock. It was launched on Apr 20, 1992. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
SPMIX vs. WFSPX - Performance Comparison
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SPMIX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPMIX Shelton Capital Management S&P Midcap Index Fund | -0.51% | 6.72% | 24.42% | 15.96% | -13.18% | 23.73% | 12.97% | 34.63% | -11.34% | 15.74% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, SPMIX achieves a -0.51% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, SPMIX has underperformed WFSPX with an annualized return of 11.55%, while WFSPX has yielded a comparatively higher 13.63% annualized return.
SPMIX
- 1D
- -0.81%
- 1M
- -8.08%
- YTD
- -0.51%
- 6M
- 1.13%
- 1Y
- 13.50%
- 3Y*
- 13.91%
- 5Y*
- 7.77%
- 10Y*
- 11.55%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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SPMIX vs. WFSPX - Expense Ratio Comparison
SPMIX has a 0.62% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
SPMIX vs. WFSPX — Risk / Return Rank
SPMIX
WFSPX
SPMIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management S&P Midcap Index Fund (SPMIX) and iShares S&P 500 Index Fund (WFSPX). 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.
| SPMIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.84 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.30 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.06 | -0.24 |
Martin ratioReturn relative to average drawdown | 3.52 | 5.13 | -1.61 |
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
| SPMIX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.84 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.68 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.76 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.13 | +0.32 |
Correlation
The correlation between SPMIX and WFSPX is 0.86, 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
SPMIX vs. WFSPX - Dividend Comparison
SPMIX's dividend yield for the trailing twelve months is around 5.51%, more than WFSPX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMIX Shelton Capital Management S&P Midcap Index Fund | 5.51% | 5.55% | 20.56% | 6.35% | 9.15% | 9.87% | 8.65% | 13.64% | 13.74% | 6.83% | 16.77% | 19.89% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
SPMIX vs. WFSPX - Drawdown Comparison
The maximum SPMIX drawdown since its inception was -55.44%, roughly equal to the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for SPMIX and WFSPX.
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Drawdown Indicators
| SPMIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.44% | -58.21% | +2.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -12.11% | -1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.00% | -24.51% | +0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -41.91% | -33.74% | -8.17% |
Current DrawdownCurrent decline from peak | -8.89% | -8.90% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -7.29% | -12.84% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 2.49% | +0.75% |
Volatility
SPMIX vs. WFSPX - Volatility Comparison
Shelton Capital Management S&P Midcap Index Fund (SPMIX) has a higher volatility of 5.72% compared to iShares S&P 500 Index Fund (WFSPX) at 4.24%. This indicates that SPMIX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPMIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 4.24% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | 9.08% | +2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.75% | 18.06% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 16.84% | +3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 17.98% | +3.29% |