TIHGX vs. SPY
Compare and contrast key facts about The Investment House Growth Fund (TIHGX) and SPDR S&P 500 ETF (SPY).
TIHGX is managed by Investment House Funds. It was launched on Dec 28, 2001. 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: TIHGX or SPY.
Correlation
The correlation between TIHGX and SPY is 0.91, 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. SPY - Performance Comparison
Key characteristics
TIHGX:
1.75
SPY:
1.88
TIHGX:
2.42
SPY:
2.52
TIHGX:
1.31
SPY:
1.34
TIHGX:
2.86
SPY:
2.88
TIHGX:
10.96
SPY:
11.98
TIHGX:
2.80%
SPY:
2.02%
TIHGX:
17.46%
SPY:
12.78%
TIHGX:
-57.20%
SPY:
-55.19%
TIHGX:
-0.34%
SPY:
-1.30%
Returns By Period
In the year-to-date period, TIHGX achieves a 5.16% return, which is significantly higher than SPY's 2.69% return. Both investments have delivered pretty close results over the past 10 years, with TIHGX having a 13.69% annualized return and SPY not far behind at 13.37%.
TIHGX
5.16%
5.16%
18.59%
32.11%
16.57%
13.69%
SPY
2.69%
2.69%
13.66%
24.60%
15.11%
13.37%
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TIHGX vs. SPY - Expense Ratio Comparison
TIHGX has a 1.42% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TIHGX vs. SPY — Risk-Adjusted Performance Rank
TIHGX
SPY
TIHGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment House Growth Fund (TIHGX) 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
TIHGX vs. SPY - Dividend Comparison
TIHGX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.17%.
| 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% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TIHGX vs. SPY - Drawdown Comparison
The maximum TIHGX drawdown since its inception was -57.20%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TIHGX and SPY. For additional features, visit the drawdowns tool.
Volatility
TIHGX vs. SPY - Volatility Comparison
The Investment House Growth Fund (TIHGX) has a higher volatility of 5.03% compared to SPDR S&P 500 ETF (SPY) at 3.95%. This indicates that TIHGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.