WGROX vs. SPYG
Compare and contrast key facts about Wasatch Core Growth Fund (WGROX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
WGROX is managed by Wasatch. It was launched on Dec 8, 1986. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WGROX or SPYG.
Correlation
The correlation between WGROX and SPYG 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
WGROX vs. SPYG - Performance Comparison
Key characteristics
WGROX:
0.60
SPYG:
1.84
WGROX:
0.90
SPYG:
2.40
WGROX:
1.12
SPYG:
1.33
WGROX:
0.40
SPYG:
2.64
WGROX:
1.96
SPYG:
10.18
WGROX:
6.01%
SPYG:
3.31%
WGROX:
19.84%
SPYG:
18.36%
WGROX:
-68.90%
SPYG:
-67.79%
WGROX:
-18.74%
SPYG:
-2.07%
Returns By Period
In the year-to-date period, WGROX achieves a 5.55% return, which is significantly higher than SPYG's 2.91% return. Over the past 10 years, WGROX has underperformed SPYG with an annualized return of 5.42%, while SPYG has yielded a comparatively higher 15.77% annualized return.
WGROX
5.55%
4.39%
3.05%
10.32%
5.11%
5.42%
SPYG
2.91%
0.90%
17.95%
32.59%
16.86%
15.77%
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WGROX vs. SPYG - Expense Ratio Comparison
WGROX has a 1.17% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
WGROX vs. SPYG — Risk-Adjusted Performance Rank
WGROX
SPYG
WGROX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
WGROX vs. SPYG - Dividend Comparison
WGROX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WGROX Wasatch Core 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% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.59% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
WGROX vs. SPYG - Drawdown Comparison
The maximum WGROX drawdown since its inception was -68.90%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for WGROX and SPYG. For additional features, visit the drawdowns tool.
Volatility
WGROX vs. SPYG - Volatility Comparison
The current volatility for Wasatch Core Growth Fund (WGROX) is 4.57%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 6.65%. This indicates that WGROX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.