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:
1.87
SPGP:
0.55
TIHGX:
2.55
SPGP:
0.84
TIHGX:
1.34
SPGP:
1.10
TIHGX:
2.91
SPGP:
0.85
TIHGX:
12.36
SPGP:
2.50
TIHGX:
2.65%
SPGP:
3.25%
TIHGX:
17.47%
SPGP:
14.86%
TIHGX:
-57.20%
SPGP:
-42.08%
TIHGX:
-4.73%
SPGP:
-7.45%
Returns By Period
In the year-to-date period, TIHGX achieves a 31.93% return, which is significantly higher than SPGP's 7.30% return. Both investments have delivered pretty close results over the past 10 years, with TIHGX having a 12.93% annualized return and SPGP not far ahead at 13.46%.
TIHGX
31.93%
0.31%
8.06%
31.87%
16.12%
12.93%
SPGP
7.30%
-4.57%
1.47%
6.89%
11.82%
13.46%
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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 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 1.00%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 1.00% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% | 2.11% |
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) has a higher volatility of 5.00% compared to Invesco S&P 500 GARP ETF (SPGP) at 4.05%. This indicates that TIHGX's price experiences larger fluctuations and is considered to be riskier than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.