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.
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
Key characteristics
AMCPX:
-0.03
VOO:
0.54
AMCPX:
0.11
VOO:
0.88
AMCPX:
1.02
VOO:
1.13
AMCPX:
-0.02
VOO:
0.55
AMCPX:
-0.07
VOO:
2.27
AMCPX:
7.33%
VOO:
4.55%
AMCPX:
21.45%
VOO:
19.19%
AMCPX:
-52.11%
VOO:
-33.99%
AMCPX:
-15.36%
VOO:
-9.90%
Returns By Period
The year-to-date returns for both investments are quite close, with AMCPX having a -5.90% return and VOO slightly higher at -5.74%. Over the past 10 years, AMCPX has underperformed VOO with an annualized return of 3.84%, while VOO has yielded a comparatively higher 12.07% annualized return.
AMCPX
-5.90%
-2.24%
-9.37%
0.10%
5.79%
3.84%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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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.
Risk-Adjusted Performance
AMCPX vs. VOO — Risk-Adjusted Performance Rank
AMCPX
VOO
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 0.41%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 0.41% | 0.39% | 0.57% | 0.00% | 0.00% | 0.19% | 0.53% | 0.64% | 0.41% | 0.44% | 3.70% | 3.29% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.34% and 13.96%, 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.