AMCGX vs. VOO
Compare and contrast key facts about Alger Mid Cap Growth Fund (AMCGX) and Vanguard S&P 500 ETF (VOO).
AMCGX is managed by Alger. It was launched on May 24, 1993. 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.
Performance
AMCGX vs. VOO - Performance Comparison
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AMCGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMCGX Alger Mid Cap Growth Fund | -11.94% | 16.63% | 20.10% | 22.85% | -35.19% | -29.98% | 63.90% | 29.63% | -8.03% | 27.39% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AMCGX achieves a -11.94% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, AMCGX has underperformed VOO with an annualized return of 5.98%, while VOO has yielded a comparatively higher 14.14% annualized return.
AMCGX
- 1D
- -1.10%
- 1M
- -11.94%
- YTD
- -11.94%
- 6M
- -14.09%
- 1Y
- 13.82%
- 3Y*
- 11.49%
- 5Y*
- -7.60%
- 10Y*
- 5.98%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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AMCGX vs. VOO - Expense Ratio Comparison
AMCGX has a 1.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
AMCGX vs. VOO — Risk / Return Rank
AMCGX
VOO
AMCGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Mid Cap Growth Fund (AMCGX) 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.
| AMCGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.01 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.53 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.55 | -0.88 |
Martin ratioReturn relative to average drawdown | 2.34 | 7.31 | -4.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMCGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.01 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.71 | -0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.79 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.83 | -0.63 |
Correlation
The correlation between AMCGX and VOO is 0.85, 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.
Dividends
AMCGX vs. VOO - Dividend Comparison
AMCGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCGX Alger Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 13.34% | 13.72% | 10.98% | 7.59% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AMCGX vs. VOO - Drawdown Comparison
The maximum AMCGX drawdown since its inception was -74.93%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMCGX and VOO.
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Drawdown Indicators
| AMCGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.93% | -33.99% | -40.94% |
Max Drawdown (1Y)Largest decline over 1 year | -16.20% | -11.98% | -4.22% |
Max Drawdown (5Y)Largest decline over 5 years | -64.50% | -24.52% | -39.98% |
Max Drawdown (10Y)Largest decline over 10 years | -64.50% | -33.99% | -30.51% |
Current DrawdownCurrent decline from peak | -43.96% | -5.55% | -38.41% |
Average DrawdownAverage peak-to-trough decline | -22.97% | -3.72% | -19.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 2.55% | +2.11% |
Volatility
AMCGX vs. VOO - Volatility Comparison
Alger Mid Cap Growth Fund (AMCGX) has a higher volatility of 6.40% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that AMCGX'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.
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Volatility by Period
| AMCGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 5.34% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 9.47% | +5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 18.11% | +5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.64% | 16.82% | +13.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.71% | 17.99% | +8.72% |