AGTHX vs. SPY
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and SPDR S&P 500 ETF (SPY).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or SPY.
Correlation
The correlation between AGTHX 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.
Performance
AGTHX vs. SPY - Performance Comparison
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Key characteristics
AGTHX:
0.76
SPY:
0.68
AGTHX:
1.20
SPY:
1.13
AGTHX:
1.17
SPY:
1.17
AGTHX:
0.82
SPY:
0.76
AGTHX:
2.93
SPY:
2.93
AGTHX:
6.04%
SPY:
4.87%
AGTHX:
22.91%
SPY:
20.29%
AGTHX:
-51.65%
SPY:
-55.19%
AGTHX:
-3.66%
SPY:
-3.85%
Returns By Period
In the year-to-date period, AGTHX achieves a 2.75% return, which is significantly higher than SPY's 0.56% return. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 12.80% annualized return and SPY not far behind at 12.67%.
AGTHX
2.75%
13.28%
1.37%
17.25%
15.12%
12.80%
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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AGTHX vs. SPY - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AGTHX vs. SPY — Risk-Adjusted Performance Rank
AGTHX
SPY
AGTHX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and 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.
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Dividends
AGTHX vs. SPY - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 8.75%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 8.75% | 8.99% | 6.81% | 0.75% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% | 9.90% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AGTHX vs. SPY - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.65%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AGTHX and SPY. For additional features, visit the drawdowns tool.
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Volatility
AGTHX vs. SPY - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 6.94% compared to SPDR S&P 500 ETF (SPY) at 6.24%. This indicates that AGTHX'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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