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 0.88, 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:
0.47
SPY:
0.68
AGTHX:
0.73
SPY:
0.98
AGTHX:
1.10
SPY:
1.13
AGTHX:
0.65
SPY:
0.95
AGTHX:
2.05
SPY:
3.13
AGTHX:
4.02%
SPY:
3.03%
AGTHX:
17.40%
SPY:
13.89%
AGTHX:
-65.31%
SPY:
-55.19%
AGTHX:
-10.77%
SPY:
-7.62%
Returns By Period
In the year-to-date period, AGTHX achieves a -4.82% return, which is significantly lower than SPY's -3.39% return. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 12.28% annualized return and SPY not far ahead at 12.54%.
AGTHX
-4.82%
-4.04%
-0.16%
9.21%
17.68%
12.28%
SPY
-3.39%
-3.01%
-0.13%
10.19%
19.68%
12.54%
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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 9.44%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 9.44% | 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 | 1.27% | 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) has a higher volatility of 7.82% compared to SPDR S&P 500 ETF (SPY) at 5.76%. 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.