WGROX vs. SPHQ

In the year-to-date period, WGROX achieves a 23.08% return, which is significantly lower than SPHQ's 27.53% return. Over the past 10 years, WGROX has underperformed SPHQ with an annualized return of 6.16%, while SPHQ has yielded a comparatively higher 13.36% annualized return.

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WGROX has a 1.17% expense ratio, which is higher than SPHQ's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and Invesco S&P 500® Quality ETF (SPHQ). 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 WGROX Sharpe Ratio is 2.20, which is comparable to the SPHQ Sharpe Ratio of 2.71. The chart below compares the historical Sharpe Ratios of WGROX and SPHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WGROX has not paid dividends to shareholders, while SPHQ's dividend yield for the trailing twelve months is around 1.13%.

The maximum WGROX drawdown since its inception was -68.90%, which is greater than SPHQ's maximum drawdown of -57.83%. Use the drawdown chart below to compare losses from any high point for WGROX and SPHQ. For additional features, visit the drawdowns tool.

Wasatch Core Growth Fund (WGROX) has a higher volatility of 6.27% compared to Invesco S&P 500® Quality ETF (SPHQ) at 3.55%. This indicates that WGROX's price experiences larger fluctuations and is considered to be riskier than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.