APGZX vs. VUG

The year-to-date returns for both investments are quite close, with APGZX having a -9.67% return and VUG slightly higher at -9.39%. Over the past 10 years, APGZX has underperformed VUG with an annualized return of 14.92%, while VUG has yielded a comparatively higher 16.16% annualized return.

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APGZX has a 0.52% expense ratio, which is higher than VUG's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Growth ETF (VUG). 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 APGZX Sharpe Ratio is 0.58, which is comparable to the VUG Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of APGZX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between APGZX and VUG is 0.96, 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.

APGZX's dividend yield for the trailing twelve months is around 10.81%, more than VUG's 0.45% yield.

The maximum APGZX drawdown since its inception was -33.87%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for APGZX and VUG.

The current volatility for AB Large Cap Growth Fund Class Z (APGZX) is 6.50%, while Vanguard Growth ETF (VUG) has a volatility of 7.12%. This indicates that APGZX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.