AGTHX vs. VUG
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Vanguard Growth ETF (VUG).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or VUG.
Key characteristics
| AGTHX | VUG | |
|---|---|---|
| YTD Return | 7.81% | 6.26% |
| 1Y Return | 32.58% | 32.88% |
| 3Y Return (Ann) | 4.37% | 7.02% |
| 5Y Return (Ann) | 13.19% | 16.25% |
| 10Y Return (Ann) | 12.83% | 14.65% |
| Sharpe Ratio | 1.79 | 2.14 |
| Daily Std Dev | 18.06% | 15.42% |
| Max Drawdown | -65.31% | -50.68% |
| Current Drawdown | -4.57% | -4.73% |
Correlation
The correlation between AGTHX and VUG is 0.95, 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. VUG - Performance Comparison
In the year-to-date period, AGTHX achieves a 7.81% return, which is significantly higher than VUG's 6.26% return. Over the past 10 years, AGTHX has underperformed VUG with an annualized return of 12.83%, while VUG has yielded a comparatively higher 14.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AGTHX vs. VUG - Expense Ratio Comparison
Risk-Adjusted Performance
AGTHX vs. VUG - 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 Growth ETF (VUG). 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. VUG - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 6.32%, more than VUG's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 6.32% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
VUG Vanguard Growth ETF | 0.56% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
AGTHX vs. VUG - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.31%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AGTHX and VUG. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. VUG - Volatility Comparison
American Funds The Growth Fund of America Class A (AGTHX) and Vanguard Growth ETF (VUG) have volatilities of 3.95% and 3.94%, 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.