TIHGX vs. SPY
Compare and contrast key facts about The Investment House Growth Fund (TIHGX) and State Street 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.
Performance
TIHGX vs. SPY - Performance Comparison
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TIHGX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIHGX The Investment House Growth Fund | -11.34% | 10.35% | 31.44% | 49.94% | -37.04% | 21.26% | 39.61% | 32.82% | -4.47% | 34.06% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, TIHGX achieves a -11.34% return, which is significantly lower than SPY's -3.65% return. Both investments have delivered pretty close results over the past 10 years, with TIHGX having a 13.80% annualized return and SPY not far ahead at 14.06%.
TIHGX
- 1D
- 3.31%
- 1M
- -5.58%
- YTD
- -11.34%
- 6M
- -9.62%
- 1Y
- 4.71%
- 3Y*
- 18.02%
- 5Y*
- 7.42%
- 10Y*
- 13.80%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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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.
Return for Risk
TIHGX vs. SPY — Risk / Return Rank
TIHGX
SPY
TIHGX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment House Growth Fund (TIHGX) and State Street 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.
| TIHGX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.96 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.49 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.53 | -1.19 |
Martin ratioReturn relative to average drawdown | 1.18 | 7.27 | -6.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIHGX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.96 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.70 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.79 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.56 | -0.11 |
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.
Dividends
TIHGX vs. SPY - Dividend Comparison
TIHGX's dividend yield for the trailing twelve months is around 0.04%, less than SPY's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIHGX The Investment House Growth Fund | 0.04% | 0.03% | 0.00% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.48% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
TIHGX vs. SPY - Drawdown Comparison
The maximum TIHGX drawdown since its inception was -57.34%, 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.
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Drawdown Indicators
| TIHGX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.34% | -55.19% | -2.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -12.05% | -4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -40.66% | -24.50% | -16.16% |
Max Drawdown (10Y)Largest decline over 10 years | -40.66% | -33.72% | -6.94% |
Current DrawdownCurrent decline from peak | -13.78% | -5.53% | -8.25% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -9.09% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 2.54% | +2.33% |
Volatility
TIHGX vs. SPY - Volatility Comparison
The Investment House Growth Fund (TIHGX) has a higher volatility of 6.37% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. 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.
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Volatility by Period
| TIHGX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.35% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 9.50% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 19.06% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.54% | 17.06% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 17.92% | +4.07% |