SPYGX vs. CSPX.L
Compare and contrast key facts about Spyglass Growth Fund (SPYGX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
SPYGX is managed by Spyglass Capital Management. It was launched on Dec 29, 2017. CSPX.L is a passively managed fund by Blackrock Financial Management that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYGX or CSPX.L.
Key characteristics
| SPYGX | CSPX.L | |
|---|---|---|
| YTD Return | 18.23% | 19.88% |
| 1Y Return | 48.45% | 32.11% |
| 3Y Return (Ann) | -2.73% | 10.58% |
| 5Y Return (Ann) | 10.97% | 15.08% |
| Sharpe Ratio | 1.97 | 2.66 |
| Daily Std Dev | 23.22% | 12.26% |
| Max Drawdown | -54.76% | -33.90% |
| Current Drawdown | -14.72% | -0.41% |
Correlation
The correlation between SPYGX and CSPX.L is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SPYGX vs. CSPX.L - Performance Comparison
In the year-to-date period, SPYGX achieves a 18.23% return, which is significantly lower than CSPX.L's 19.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPYGX vs. CSPX.L - Expense Ratio Comparison
SPYGX has a 1.05% expense ratio, which is higher than CSPX.L's 0.07% expense ratio.
Risk-Adjusted Performance
SPYGX vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spyglass Growth Fund (SPYGX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L). 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.
Dividends
SPYGX vs. CSPX.L - Dividend Comparison
Neither SPYGX nor CSPX.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
SPYGX Spyglass Growth Fund | 0.00% | 0.00% | 0.06% | 15.69% | 2.71% | 1.55% | 4.95% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPYGX vs. CSPX.L - Drawdown Comparison
The maximum SPYGX drawdown since its inception was -54.76%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for SPYGX and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
SPYGX vs. CSPX.L - Volatility Comparison
Spyglass Growth Fund (SPYGX) has a higher volatility of 7.70% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) at 4.25%. This indicates that SPYGX's price experiences larger fluctuations and is considered to be riskier than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.