SSPY vs. AGTHX

In the year-to-date period, SSPY achieves a 2.16% return, which is significantly lower than AGTHX's 3.26% return. Over the past 10 years, SSPY has underperformed AGTHX with an annualized return of 10.20%, while AGTHX has yielded a comparatively higher 12.80% annualized return.

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SSPY has a 0.30% expense ratio, which is lower than AGTHX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Syntax Stratified LargeCap ETF (SSPY) and American Funds The Growth Fund of America Class A (AGTHX). 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 SSPY Sharpe Ratio is 0.43, which is lower than the AGTHX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of SSPY and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSPY's dividend yield for the trailing twelve months is around 0.34%, less than AGTHX's 8.70% yield.

The maximum SSPY drawdown since its inception was -36.67%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for SSPY and AGTHX.

The current volatility for Syntax Stratified LargeCap ETF (SSPY) is 4.45%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.51%. This indicates that SSPY experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.