TIHGX vs. SPGP
Compare and contrast key facts about The Investment House Growth Fund (TIHGX) and Invesco S&P 500 GARP ETF (SPGP).
TIHGX is managed by Investment House Funds. It was launched on Dec 28, 2001. SPGP is a passively managed fund by Invesco that tracks the performance of the S&P 500 GARP Index. It was launched on Jun 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIHGX or SPGP.
Correlation
The correlation between TIHGX and SPGP is 0.76, 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
TIHGX vs. SPGP - Performance Comparison
Key characteristics
TIHGX:
1.09
SPGP:
0.24
TIHGX:
1.54
SPGP:
0.42
TIHGX:
1.20
SPGP:
1.05
TIHGX:
1.74
SPGP:
0.37
TIHGX:
6.42
SPGP:
0.97
TIHGX:
2.92%
SPGP:
3.70%
TIHGX:
17.26%
SPGP:
15.12%
TIHGX:
-57.20%
SPGP:
-42.08%
TIHGX:
-6.91%
SPGP:
-8.40%
Returns By Period
In the year-to-date period, TIHGX achieves a -0.20% return, which is significantly higher than SPGP's -2.11% return. Both investments have delivered pretty close results over the past 10 years, with TIHGX having a 12.68% annualized return and SPGP not far ahead at 13.23%.
TIHGX
-0.20%
-5.10%
5.69%
16.55%
15.81%
12.68%
SPGP
-2.11%
-5.25%
-0.97%
1.37%
13.59%
13.23%
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TIHGX vs. SPGP - Expense Ratio Comparison
TIHGX has a 1.42% expense ratio, which is higher than SPGP's 0.36% expense ratio.
Risk-Adjusted Performance
TIHGX vs. SPGP — Risk-Adjusted Performance Rank
TIHGX
SPGP
TIHGX vs. SPGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment House Growth Fund (TIHGX) and Invesco S&P 500 GARP ETF (SPGP). 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
TIHGX vs. SPGP - Dividend Comparison
TIHGX has not paid dividends to shareholders, while SPGP's dividend yield for the trailing twelve months is around 1.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIHGX The Investment House 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% |
SPGP Invesco S&P 500 GARP ETF | 1.41% | 1.38% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% |
Drawdowns
TIHGX vs. SPGP - Drawdown Comparison
The maximum TIHGX drawdown since its inception was -57.20%, which is greater than SPGP's maximum drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for TIHGX and SPGP. For additional features, visit the drawdowns tool.
Volatility
TIHGX vs. SPGP - Volatility Comparison
The Investment House Growth Fund (TIHGX) and Invesco S&P 500 GARP ETF (SPGP) have volatilities of 5.14% and 5.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.