AGTHX vs. IYR
AGTHX (American Funds The Growth Fund of America Class A) and IYR (iShares U.S. Real Estate ETF) are both funds - AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group, while IYR is a REIT fund tracking the Dow Jones U.S. Real Estate Index. AGTHX is actively managed, while IYR is passively managed. Over the past 10 years, AGTHX returned 15.79%/yr vs 5.75%/yr for IYR. A 0.56 correlation means they provide meaningful diversification when combined. AGTHX charges 0.59%/yr vs 0.42%/yr for IYR.
Performance
AGTHX vs. IYR - Performance Comparison
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Returns By Period
In the year-to-date period, AGTHX achieves a 6.60% return, which is significantly lower than IYR's 10.64% return. Over the past 10 years, AGTHX has outperformed IYR with an annualized return of 15.79%, while IYR has yielded a comparatively lower 5.75% annualized return.
AGTHX
- 1D
- 0.27%
- 1M
- 0.45%
- YTD
- 6.60%
- 6M
- 7.72%
- 1Y
- 21.49%
- 3Y*
- 22.87%
- 5Y*
- 11.31%
- 10Y*
- 15.79%
IYR
- 1D
- -0.75%
- 1M
- 3.79%
- YTD
- 10.64%
- 6M
- 10.25%
- 1Y
- 11.55%
- 3Y*
- 9.07%
- 5Y*
- 2.62%
- 10Y*
- 5.75%
AGTHX vs. IYR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 6.60% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
IYR iShares U.S. Real Estate ETF | 10.64% | 3.38% | 4.41% | 11.89% | -25.51% | 38.74% | -5.23% | 28.21% | -4.33% | 9.31% |
Correlation
The correlation between AGTHX and IYR is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2000 | 0.56 |
Over the past year, the correlation between AGTHX and IYR has dropped to 0.22 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
AGTHX vs. IYR — Risk / Return Rank
AGTHX
IYR
AGTHX vs. IYR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and iShares U.S. Real Estate ETF (IYR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGTHX | IYR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.36 | +0.10 |
| Martin ratioReturn relative to average drawdown | 5.60 | 4.24 | +1.36 |
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Drawdowns
AGTHX vs. IYR - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.91%, smaller than the maximum IYR drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for AGTHX and IYR.
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Drawdown Indicators
| AGTHX | IYR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -74.13% | +22.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -8.54% | -5.22% |
Max Drawdown (3Y)Largest decline over 3 years | -21.57% | -17.52% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -36.38% | -33.75% | -2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -36.38% | -42.32% | +5.94% |
Current DrawdownCurrent decline from peak | -3.49% | -0.75% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -12.89% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.73% | +0.86% |
Volatility
AGTHX vs. IYR - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.25% compared to iShares U.S. Real Estate ETF (IYR) at 4.82%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than IYR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGTHX | IYR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 4.82% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.77% | 9.90% | +2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 13.60% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.37% | 18.76% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.75% | 20.34% | -0.59% |
AGTHX vs. IYR - Expense Ratio Comparison
AGTHX has a 0.59% expense ratio, which is higher than IYR's 0.42% expense ratio.
Dividends
AGTHX vs. IYR - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 10.03%, more than IYR's 2.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.03% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
IYR iShares U.S. Real Estate ETF | 2.67% | 2.48% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% |
Frequently Asked Questions
AGTHX and IYR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGTHX has higher volatility (6.25%) compared to IYR (4.82%). In terms of maximum drawdown, AGTHX dropped -51.91% vs IYR's -74.13%.
AGTHX currently has the higher Sharpe Ratio (1.26 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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