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.
Performance
AMCPX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, AMCPX achieves a 18.63% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, AMCPX has underperformed VOO with an annualized return of 4.82%, while VOO has yielded a comparatively higher 13.18% annualized return.
AMCPX
18.63%
0.53%
8.10%
22.91%
6.54%
4.82%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| AMCPX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.69 | 2.70 |
| Sortino Ratio | 2.31 | 3.60 |
| Omega Ratio | 1.30 | 1.50 |
| Calmar Ratio | 1.02 | 3.90 |
| Martin Ratio | 10.80 | 17.65 |
| Ulcer Index | 2.18% | 1.86% |
| Daily Std Dev | 13.96% | 12.19% |
| Max Drawdown | -52.11% | -33.99% |
| Current Drawdown | -5.12% | -0.86% |
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AMCPX vs. VOO - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between AMCPX 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.
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 0.27%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.27% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% | 8.41% |
VOO Vanguard S&P 500 ETF | 1.24% | 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 4.35% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. 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.