SPYGX vs. VUG
Compare and contrast key facts about Spyglass Growth Fund (SPYGX) and Vanguard Growth ETF (VUG).
SPYGX is managed by Spyglass Capital Management. It was launched on Dec 29, 2017. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYGX or VUG.
Correlation
The correlation between SPYGX and VUG is 0.80, 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. VUG - Performance Comparison
Key characteristics
SPYGX:
1.83
VUG:
2.19
SPYGX:
2.48
VUG:
2.83
SPYGX:
1.31
VUG:
1.40
SPYGX:
0.93
VUG:
2.92
SPYGX:
7.40
VUG:
11.46
SPYGX:
5.72%
VUG:
3.31%
SPYGX:
23.16%
VUG:
17.30%
SPYGX:
-63.69%
VUG:
-50.68%
SPYGX:
-17.48%
VUG:
-0.31%
Returns By Period
In the year-to-date period, SPYGX achieves a 42.57% return, which is significantly higher than VUG's 37.79% return.
SPYGX
42.57%
-1.85%
39.31%
42.38%
7.82%
N/A
VUG
37.79%
5.63%
14.12%
37.93%
19.21%
16.07%
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SPYGX vs. VUG - Expense Ratio Comparison
SPYGX has a 1.05% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
SPYGX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spyglass Growth Fund (SPYGX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
SPYGX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYGX Spyglass Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.45% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
SPYGX vs. VUG - Drawdown Comparison
The maximum SPYGX drawdown since its inception was -63.69%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SPYGX and VUG. For additional features, visit the drawdowns tool.
Volatility
SPYGX vs. VUG - Volatility Comparison
Spyglass Growth Fund (SPYGX) has a higher volatility of 8.54% compared to Vanguard Growth ETF (VUG) at 5.03%. This indicates that SPYGX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.