STFGX vs. SPY
Compare and contrast key facts about State Farm Growth Fund (STFGX) and SPDR S&P 500 ETF (SPY).
STFGX is managed by State Farm. It was launched on Mar 14, 1968. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFGX or SPY.
Correlation
The correlation between STFGX and SPY is 0.94, 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
STFGX vs. SPY - Performance Comparison
Key characteristics
STFGX:
0.06
SPY:
0.54
STFGX:
0.21
SPY:
0.89
STFGX:
1.03
SPY:
1.13
STFGX:
0.05
SPY:
0.58
STFGX:
0.15
SPY:
2.39
STFGX:
7.37%
SPY:
4.51%
STFGX:
20.09%
SPY:
20.07%
STFGX:
-48.34%
SPY:
-55.19%
STFGX:
-16.00%
SPY:
-10.54%
Returns By Period
The year-to-date returns for both stocks are quite close, with STFGX having a -6.24% return and SPY slightly lower at -6.44%. Over the past 10 years, STFGX has underperformed SPY with an annualized return of 6.02%, while SPY has yielded a comparatively higher 11.95% annualized return.
STFGX
-6.24%
-4.64%
-12.51%
0.29%
8.92%
6.02%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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STFGX vs. SPY - Expense Ratio Comparison
STFGX has a 0.12% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
STFGX vs. SPY — Risk-Adjusted Performance Rank
STFGX
SPY
STFGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and SPDR S&P 500 ETF (SPY). 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
STFGX vs. SPY - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 9.56%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 9.56% | 8.96% | 1.73% | 1.79% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% | 2.14% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
STFGX vs. SPY - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.34%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for STFGX and SPY. For additional features, visit the drawdowns tool.
Volatility
STFGX vs. SPY - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 13.57%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.13%. This indicates that STFGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.