AMPCX vs. VOO
Compare and contrast key facts about American Funds AMCAP Fund Class C (AMPCX) and Vanguard S&P 500 ETF (VOO).
AMPCX is managed by American Funds. It was launched on May 1, 1967. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: AMPCX or VOO.
Key characteristics
| AMPCX | VOO | |
|---|---|---|
| YTD Return | 4.75% | 5.63% |
| 1Y Return | 24.15% | 23.68% |
| 3Y Return (Ann) | 2.59% | 7.89% |
| 5Y Return (Ann) | 9.09% | 13.12% |
| 10Y Return (Ann) | 9.54% | 12.38% |
| Sharpe Ratio | 1.70 | 1.91 |
| Daily Std Dev | 13.50% | 11.70% |
| Max Drawdown | -53.01% | -33.99% |
| Current Drawdown | -6.14% | -4.45% |
Correlation
The correlation between AMPCX and VOO is 0.95, 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. VOO - Performance Comparison
In the year-to-date period, AMPCX achieves a 4.75% return, which is significantly lower than VOO's 5.63% return. Over the past 10 years, AMPCX has underperformed VOO with an annualized return of 9.54%, while VOO has yielded a comparatively higher 12.38% 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. VOO - Expense Ratio Comparison
AMPCX has a 1.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AMPCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 3.17%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 3.17% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 11.76% | 5.61% | 3.77% | 9.83% | 10.16% | 8.51% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AMPCX vs. VOO - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMPCX and VOO. For additional features, visit the drawdowns tool.
Volatility
AMPCX vs. VOO - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 4.70% compared to Vanguard S&P 500 ETF (VOO) at 3.89%. This indicates that AMPCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.