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.
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.
Performance
AGTHX vs. VOO - Performance Comparison
Key characteristics
AGTHX:
2.14
VOO:
2.21
AGTHX:
2.81
VOO:
2.93
AGTHX:
1.39
VOO:
1.41
AGTHX:
3.05
VOO:
3.35
AGTHX:
13.42
VOO:
14.09
AGTHX:
2.53%
VOO:
2.01%
AGTHX:
15.80%
VOO:
12.78%
AGTHX:
-51.65%
VOO:
-33.99%
AGTHX:
-0.53%
VOO:
-0.46%
Returns By Period
In the year-to-date period, AGTHX achieves a 4.58% return, which is significantly higher than VOO's 2.90% return. Both investments have delivered pretty close results over the past 10 years, with AGTHX having a 13.94% annualized return and VOO not far behind at 13.46%.
AGTHX
4.58%
3.47%
13.26%
31.65%
14.30%
13.94%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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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.
Risk-Adjusted Performance
AGTHX vs. VOO — Risk-Adjusted Performance Rank
AGTHX
VOO
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 8.59%, more than VOO's 1.21% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds The Growth Fund of America Class A | 8.59% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AGTHX vs. VOO - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -51.65%, 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 6.07% compared to Vanguard S&P 500 ETF (VOO) at 5.12%. 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.