Correlation
The correlation between SPYGX and SCHB is 0.78, 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.
SPYGX vs. SCHB
Compare and contrast key facts about Spyglass Growth Fund (SPYGX) and Schwab U.S. Broad Market ETF (SCHB).
SPYGX is managed by Spyglass Capital Management. It was launched on Dec 29, 2017. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYGX or SCHB.
Performance
SPYGX vs. SCHB - Performance Comparison
Loading data...
Key characteristics
SPYGX:
0.89
SCHB:
0.70
SPYGX:
1.34
SCHB:
1.00
SPYGX:
1.18
SCHB:
1.14
SPYGX:
0.74
SCHB:
0.64
SPYGX:
2.39
SCHB:
2.36
SPYGX:
11.35%
SCHB:
5.21%
SPYGX:
32.86%
SCHB:
19.80%
SPYGX:
-57.74%
SCHB:
-35.27%
SPYGX:
-12.77%
SCHB:
-4.06%
Returns By Period
In the year-to-date period, SPYGX achieves a -3.09% return, which is significantly lower than SCHB's 0.38% return.
SPYGX
-3.09%
10.32%
-10.07%
29.91%
17.31%
8.36%
N/A
SCHB
0.38%
5.72%
-2.65%
12.83%
13.73%
15.27%
12.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SPYGX vs. SCHB - Expense Ratio Comparison
SPYGX has a 1.05% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
SPYGX vs. SCHB — Risk-Adjusted Performance Rank
SPYGX
SCHB
SPYGX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spyglass Growth Fund (SPYGX) and Schwab U.S. Broad Market ETF (SCHB). 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.
Loading data...
Dividends
SPYGX vs. SCHB - Dividend Comparison
SPYGX has not paid dividends to shareholders, while SCHB's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYGX Spyglass Growth Fund | 0.00% | 0.00% | 0.00% | 0.06% | 15.69% | 2.71% | 1.55% | 4.95% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.25% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
SPYGX vs. SCHB - Drawdown Comparison
The maximum SPYGX drawdown since its inception was -57.74%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for SPYGX and SCHB.
Loading data...
Volatility
SPYGX vs. SCHB - Volatility Comparison
Spyglass Growth Fund (SPYGX) has a higher volatility of 8.93% compared to Schwab U.S. Broad Market ETF (SCHB) at 4.85%. This indicates that SPYGX's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...