AMCPX vs. VOO
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Vanguard S&P 500 ETF (VOO).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. 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: AMCPX or VOO.
Key characteristics
| AMCPX | VOO | |
|---|---|---|
| YTD Return | 3.73% | 4.52% |
| 1Y Return | 23.18% | 22.10% |
| 3Y Return (Ann) | 3.45% | 7.95% |
| 5Y Return (Ann) | 9.92% | 13.18% |
| 10Y Return (Ann) | 10.20% | 12.27% |
| Sharpe Ratio | 1.67 | 1.82 |
| Daily Std Dev | 13.54% | 11.77% |
| Max Drawdown | -52.11% | -33.99% |
| Current Drawdown | -6.55% | -5.45% |
Correlation
The correlation between AMCPX and VOO 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
AMCPX vs. VOO - Performance Comparison
In the year-to-date period, AMCPX achieves a 3.73% return, which is significantly lower than VOO's 4.52% return. Over the past 10 years, AMCPX has underperformed VOO with an annualized return of 10.20%, while VOO has yielded a comparatively higher 12.27% 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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AMCPX vs. VOO - Expense Ratio Comparison
Risk-Adjusted Performance
AMCPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class A (AMCPX) 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
AMCPX vs. VOO - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 3.14%, more than VOO's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 3.14% | 3.26% | 7.54% | 5.94% | 3.88% | 4.90% | 10.89% | 5.37% | 3.81% | 8.86% | 9.35% | 8.41% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AMCPX vs. VOO - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMCPX and VOO. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. VOO - Volatility Comparison
American Funds AMCAP Fund Class A (AMCPX) has a higher volatility of 3.88% compared to Vanguard S&P 500 ETF (VOO) at 3.10%. This indicates that AMCPX'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.