AGTHX vs. VOO
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Vanguard S&P 500 ETF (VOO).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or VOO.
Performance
AGTHX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, AGTHX achieves a 28.50% return, which is significantly higher than VOO's 26.16% return. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 13.46% annualized return and VOO not far behind at 13.18%.
AGTHX
28.50%
2.57%
14.08%
36.28%
15.33%
13.46%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| AGTHX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.45 | 2.70 |
| Sortino Ratio | 3.23 | 3.60 |
| Omega Ratio | 1.44 | 1.50 |
| Calmar Ratio | 2.11 | 3.90 |
| Martin Ratio | 15.70 | 17.65 |
| Ulcer Index | 2.35% | 1.86% |
| Daily Std Dev | 15.06% | 12.19% |
| Max Drawdown | -65.35% | -33.99% |
| Current Drawdown | -1.52% | -0.86% |
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AGTHX vs. VOO - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between AGTHX and VOO is 0.94, 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.
Risk-Adjusted Performance
AGTHX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 5.30%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 5.30% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AGTHX vs. VOO - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AGTHX and VOO. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. VOO - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) has a higher volatility of 4.60% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. This indicates that AGTHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.