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.
Key characteristics
| TIHGX | SPGP | |
|---|---|---|
| YTD Return | 34.64% | 14.34% |
| 1Y Return | 46.91% | 24.55% |
| 3Y Return (Ann) | 8.07% | 6.77% |
| 5Y Return (Ann) | 17.65% | 14.28% |
| 10Y Return (Ann) | 13.20% | 14.30% |
| Sharpe Ratio | 2.92 | 1.77 |
| Sortino Ratio | 3.88 | 2.47 |
| Omega Ratio | 1.52 | 1.31 |
| Calmar Ratio | 3.19 | 2.78 |
| Martin Ratio | 19.33 | 8.39 |
| Ulcer Index | 2.59% | 3.17% |
| Daily Std Dev | 17.06% | 14.94% |
| Max Drawdown | -57.20% | -42.08% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TIHGX and SPGP is 0.77, 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
In the year-to-date period, TIHGX achieves a 34.64% return, which is significantly higher than SPGP's 14.34% return. Over the past 10 years, TIHGX has underperformed SPGP with an annualized return of 13.20%, while SPGP has yielded a comparatively higher 14.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 1.30%.
| 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 | 1.30% | 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 current volatility for The Investment House Growth Fund (TIHGX) is 4.74%, while Invesco S&P 500 GARP ETF (SPGP) has a volatility of 5.39%. This indicates that TIHGX experiences smaller price fluctuations and is considered to be less risky than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.