AMPCX vs. SPYG
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and State Street 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.
Performance
AMPCX vs. SPYG - Performance Comparison
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AMPCX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -11.98% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -8.12% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, AMPCX achieves a -11.98% return, which is significantly lower than SPYG's -8.12% return. Over the past 10 years, AMPCX has underperformed SPYG with an annualized return of 10.00%, while SPYG has yielded a comparatively higher 15.75% annualized return.
AMPCX
- 1D
- -0.38%
- 1M
- -10.18%
- YTD
- -11.98%
- 6M
- -9.70%
- 1Y
- 10.20%
- 3Y*
- 13.51%
- 5Y*
- 5.97%
- 10Y*
- 10.00%
SPYG
- 1D
- 4.08%
- 1M
- -5.34%
- YTD
- -8.12%
- 6M
- -6.05%
- 1Y
- 22.51%
- 3Y*
- 21.85%
- 5Y*
- 12.24%
- 10Y*
- 15.75%
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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.
Return for Risk
AMPCX vs. SPYG — Risk / Return Rank
AMPCX
SPYG
AMPCX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and State Street 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.
| AMPCX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.01 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.58 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.66 | -1.14 |
Martin ratioReturn relative to average drawdown | 2.15 | 6.54 | -4.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMPCX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.01 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.58 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.77 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.31 | +0.08 |
Correlation
The correlation between AMPCX and SPYG is 0.91, 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.
Dividends
AMPCX vs. SPYG - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.90%, more than SPYG's 0.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.90% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
AMPCX vs. SPYG - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for AMPCX and SPYG.
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Drawdown Indicators
| AMPCX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -67.63% | +14.25% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -13.76% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -32.67% | -3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -32.67% | -3.00% |
Current DrawdownCurrent decline from peak | -14.33% | -10.24% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -24.48% | +15.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.50% | +0.01% |
Volatility
AMPCX vs. SPYG - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class C (AMPCX) is 5.25%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.20%. 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.
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Volatility by Period
| AMPCX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 7.20% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 12.83% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 22.39% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 21.13% | -2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 20.57% | -1.92% |