AMCPX vs. VOOG
Compare and contrast key facts about American Funds AMCAP Fund Class A (AMCPX) and Vanguard S&P 500 Growth ETF (VOOG).
AMCPX is managed by American Funds. It was launched on Jan 5, 1967. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Key characteristics
| AMCPX | VOOG | |
|---|---|---|
| YTD Return | 4.49% | 6.75% |
| 1Y Return | 23.71% | 25.87% |
| 3Y Return (Ann) | 3.16% | 5.62% |
| 5Y Return (Ann) | 9.86% | 13.75% |
| 10Y Return (Ann) | 10.46% | 13.95% |
| Sharpe Ratio | 1.78 | 1.88 |
| Daily Std Dev | 13.57% | 13.81% |
| Max Drawdown | -52.11% | -32.73% |
| Current Drawdown | -5.86% | -5.88% |
Correlation
The correlation between AMCPX and VOOG is 0.93, 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. VOOG - Performance Comparison
In the year-to-date period, AMCPX achieves a 4.49% return, which is significantly lower than VOOG's 6.75% return. Over the past 10 years, AMCPX has underperformed VOOG with an annualized return of 10.46%, while VOOG has yielded a comparatively higher 13.95% 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. VOOG - Expense Ratio Comparison
AMCPX has a 0.65% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
AMCPX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
AMCPX's dividend yield for the trailing twelve months is around 3.12%, more than VOOG's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCPX American Funds AMCAP Fund Class A | 3.12% | 3.26% | 7.54% | 5.94% | 3.88% | 4.90% | 10.89% | 5.37% | 3.81% | 8.86% | 9.35% | 8.41% |
VOOG Vanguard S&P 500 Growth ETF | 0.92% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
AMCPX vs. VOOG - Drawdown Comparison
The maximum AMCPX drawdown since its inception was -52.11%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for AMCPX and VOOG. For additional features, visit the drawdowns tool.
Volatility
AMCPX vs. VOOG - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class A (AMCPX) is 3.84%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 4.46%. This indicates that AMCPX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.