AMPCX vs. SPYG
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
AMPCX is managed by American Funds. It was launched on May 1, 1967. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMPCX or SPYG.
Correlation
The correlation between AMPCX and SPYG is 0.90, 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. SPYG - Performance Comparison
Key characteristics
AMPCX:
0.40
SPYG:
1.64
AMPCX:
0.60
SPYG:
2.17
AMPCX:
1.09
SPYG:
1.30
AMPCX:
0.31
SPYG:
2.33
AMPCX:
1.53
SPYG:
8.95
AMPCX:
4.21%
SPYG:
3.32%
AMPCX:
16.23%
SPYG:
18.18%
AMPCX:
-53.01%
SPYG:
-67.79%
AMPCX:
-14.34%
SPYG:
-3.03%
Returns By Period
The year-to-date returns for both stocks are quite close, with AMPCX having a 1.98% return and SPYG slightly lower at 1.92%. Over the past 10 years, AMPCX has underperformed SPYG with an annualized return of 3.05%, while SPYG has yielded a comparatively higher 14.95% annualized return.
AMPCX
1.98%
-2.01%
-1.14%
4.12%
2.83%
3.05%
SPYG
1.92%
-2.53%
10.64%
25.88%
16.08%
14.95%
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AMPCX vs. SPYG - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
AMPCX vs. SPYG — Risk-Adjusted Performance Rank
AMPCX
SPYG
AMPCX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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. SPYG - Dividend Comparison
AMPCX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 4.10% | 3.55% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.59% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
AMPCX vs. SPYG - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for AMPCX and SPYG. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. SPYG - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class C (AMPCX) is 3.96%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.73%. This indicates that AMPCX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.