AMCPX vs. SPY
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and SPDR S&P 500 ETF (SPY).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. 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: AMCPX or SPY.
Correlation
The correlation between AMCPX and SPY is 0.91, 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
AMCPX vs. SPY - Performance Comparison
Key characteristics
AMCPX:
-0.44
SPY:
0.32
AMCPX:
-0.45
SPY:
0.51
AMCPX:
0.94
SPY:
1.07
AMCPX:
-0.40
SPY:
0.39
AMCPX:
-1.33
SPY:
1.52
AMCPX:
5.73%
SPY:
3.13%
AMCPX:
17.51%
SPY:
14.74%
AMCPX:
-55.47%
SPY:
-55.19%
AMCPX:
-19.06%
SPY:
-12.17%
Returns By Period
In the year-to-date period, AMCPX achieves a -10.02% return, which is significantly lower than SPY's -8.15% return. Over the past 10 years, AMCPX has underperformed SPY with an annualized return of 3.59%, while SPY has yielded a comparatively higher 11.89% annualized return.
AMCPX
-10.02%
-7.99%
-12.23%
-8.09%
7.80%
3.59%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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AMCPX vs. SPY - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AMCPX vs. SPY — Risk-Adjusted Performance Rank
AMCPX
SPY
AMCPX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) 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
AMCPX vs. SPY - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 0.43%, less than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.43% | 0.39% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AMCPX vs. SPY - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -55.47%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AMCPX and SPY. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. SPY - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 8.17% compared to SPDR S&P 500 ETF (SPY) at 7.47%. This indicates that AMCPX'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.