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.
Key characteristics
| AMPCX | IVV | |
|---|---|---|
| YTD Return | 3.49% | 5.46% |
| 1Y Return | 21.89% | 23.14% |
| 3Y Return (Ann) | 2.16% | 7.91% |
| 5Y Return (Ann) | 8.90% | 13.22% |
| 10Y Return (Ann) | 9.55% | 12.46% |
| Sharpe Ratio | 1.61 | 1.98 |
| Daily Std Dev | 13.51% | 11.77% |
| Max Drawdown | -53.01% | -55.25% |
| Current Drawdown | -7.27% | -4.49% |
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
In the year-to-date period, AMPCX achieves a 3.49% return, which is significantly lower than IVV's 5.46% return. Over the past 10 years, AMPCX has underperformed IVV with an annualized return of 9.55%, while IVV has yielded a comparatively higher 12.46% 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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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's dividend yield for the trailing twelve months is around 3.21%, more than IVV's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 3.21% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 11.76% | 5.61% | 3.77% | 9.83% | 10.16% | 8.51% |
IVV iShares Core S&P 500 ETF | 1.38% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 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 3.70% compared to iShares Core S&P 500 ETF (IVV) at 3.27%. 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.