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
Key characteristics
AGTHX:
0.52
SPY:
0.54
AGTHX:
0.87
SPY:
0.89
AGTHX:
1.12
SPY:
1.13
AGTHX:
0.55
SPY:
0.58
AGTHX:
2.07
SPY:
2.39
AGTHX:
5.67%
SPY:
4.51%
AGTHX:
22.61%
SPY:
20.07%
AGTHX:
-65.31%
SPY:
-55.19%
AGTHX:
-12.47%
SPY:
-10.54%
Returns By Period
The year-to-date returns for both investments are quite close, with AGTHX having a -6.63% return and SPY slightly higher at -6.44%. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 11.71% annualized return and SPY not far ahead at 11.95%.
AGTHX
-6.63%
-5.47%
-3.87%
9.93%
13.70%
11.71%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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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.
Dividends
AGTHX vs. SPY - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 9.62%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 9.62% | 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 | 1.31% | 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 -65.31%, which is greater than SPY's maximum 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.
Volatility
AGTHX vs. SPY - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) and SPDR S&P 500 ETF (SPY) have volatilities of 15.53% and 15.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.