SPRX vs. DGRO

In the year-to-date period, SPRX achieves a -0.22% return, which is significantly lower than DGRO's 2.04% return.

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SPRX has a 0.75% expense ratio, which is higher than DGRO's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Spear Alpha ETF (SPRX) and iShares Core Dividend Growth ETF (DGRO). 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.

The current SPRX Sharpe Ratio is 0.49, which is comparable to the DGRO Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of SPRX and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPRX has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 2.22%.

The maximum SPRX drawdown since its inception was -51.22%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for SPRX and DGRO.

Spear Alpha ETF (SPRX) has a higher volatility of 10.52% compared to iShares Core Dividend Growth ETF (DGRO) at 4.33%. This indicates that SPRX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.