SPYGX vs. VOO
Compare and contrast key facts about Spyglass Growth Fund (SPYGX) and Vanguard S&P 500 ETF (VOO).
SPYGX is managed by Spyglass Capital Management. It was launched on Dec 29, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYGX or VOO.
Key characteristics
| SPYGX | VOO | |
|---|---|---|
| YTD Return | 18.23% | 20.75% |
| 1Y Return | 48.45% | 33.60% |
| 3Y Return (Ann) | -2.73% | 11.14% |
| 5Y Return (Ann) | 10.97% | 15.64% |
| Sharpe Ratio | 1.97 | 2.47 |
| Daily Std Dev | 23.22% | 12.70% |
| Max Drawdown | -54.76% | -33.99% |
| Current Drawdown | -14.72% | -0.20% |
Correlation
The correlation between SPYGX and VOO 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.
Performance
SPYGX vs. VOO - Performance Comparison
In the year-to-date period, SPYGX achieves a 18.23% return, which is significantly lower than VOO's 20.75% 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. VOO - Expense Ratio Comparison
SPYGX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SPYGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spyglass Growth Fund (SPYGX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SPYGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYGX Spyglass Growth Fund | 0.00% | 0.00% | 0.06% | 15.69% | 2.71% | 1.55% | 4.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SPYGX vs. VOO - Drawdown Comparison
The maximum SPYGX drawdown since its inception was -54.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SPYGX and VOO. For additional features, visit the drawdowns tool.
Volatility
SPYGX vs. VOO - Volatility Comparison
Spyglass Growth Fund (SPYGX) has a higher volatility of 7.90% compared to Vanguard S&P 500 ETF (VOO) at 4.19%. This indicates that SPYGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.