TIHGX vs. SPGP

In the year-to-date period, TIHGX achieves a 1.34% return, which is significantly higher than SPGP's 0.21% return. Both investments have delivered pretty close results over the past 10 years, with TIHGX having a 12.69% annualized return and SPGP not far ahead at 13.01%.

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TIHGX has a 1.42% expense ratio, which is higher than SPGP's 0.36% expense ratio.

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.

The current TIHGX Sharpe Ratio is 0.65, which is higher than the SPGP Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of TIHGX and SPGP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TIHGX has not paid dividends to shareholders, while SPGP's dividend yield for the trailing twelve months is around 1.46%.

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.

The Investment House Growth Fund (TIHGX) has a higher volatility of 6.76% compared to Invesco S&P 500 GARP ETF (SPGP) at 6.34%. 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.