AMPCX vs. IVV
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and iShares Core S&P 500 ETF (IVV).
AMPCX is managed by American Funds. It was launched on May 1, 1967. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or IVV.
Correlation
The correlation between AMPCX and IVV 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.
Performance
AMPCX vs. IVV - Performance Comparison
Key characteristics
AMPCX:
0.78
IVV:
2.25
AMPCX:
1.07
IVV:
2.98
AMPCX:
1.16
IVV:
1.42
AMPCX:
0.50
IVV:
3.32
AMPCX:
5.00
IVV:
14.68
AMPCX:
2.54%
IVV:
1.90%
AMPCX:
16.19%
IVV:
12.43%
AMPCX:
-53.01%
IVV:
-55.25%
AMPCX:
-15.18%
IVV:
-2.52%
Returns By Period
In the year-to-date period, AMPCX achieves a 10.63% return, which is significantly lower than IVV's 25.92% return. Over the past 10 years, AMPCX has underperformed IVV with an annualized return of 3.25%, while IVV has yielded a comparatively higher 13.05% annualized return.
AMPCX
10.63%
-5.41%
0.26%
11.13%
3.40%
3.25%
IVV
25.92%
0.33%
9.27%
26.64%
14.77%
13.05%
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AMPCX vs. IVV - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
AMPCX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and iShares Core S&P 500 ETF (IVV). 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
AMPCX vs. IVV - Dividend Comparison
AMPCX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.10% | 3.55% | 8.51% |
IVV iShares Core S&P 500 ETF | 1.29% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
AMPCX vs. IVV - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AMPCX and IVV. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. IVV - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 9.00% compared to iShares Core S&P 500 ETF (IVV) at 3.75%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.