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.
Performance
AMPCX vs. VOO - Performance Comparison
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AMPCX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | -8.70% | 16.78% | 20.17% | 30.08% | -29.17% | 22.77% | 20.52% | 25.37% | -5.50% | 21.11% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, AMPCX achieves a -8.70% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, AMPCX has underperformed VOO with an annualized return of 10.40%, while VOO has yielded a comparatively higher 14.14% annualized return.
AMPCX
- 1D
- 3.72%
- 1M
- -6.54%
- YTD
- -8.70%
- 6M
- -6.75%
- 1Y
- 13.69%
- 3Y*
- 14.90%
- 5Y*
- 6.40%
- 10Y*
- 10.40%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
AMPCX vs. VOO — Risk / Return Rank
AMPCX
VOO
AMPCX vs. VOO - Risk-Adjusted Trends 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.
| AMPCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.01 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.53 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.55 | -0.56 |
Martin ratioReturn relative to average drawdown | 3.95 | 7.31 | -3.36 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.01 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.71 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.79 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.83 | -0.43 |
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.
Dividends
AMPCX vs. VOO - Dividend Comparison
AMPCX's dividend yield for the trailing twelve months is around 12.44%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMPCX American Funds AMCAP Fund Class C | 12.44% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
AMPCX vs. VOO - Drawdown Comparison
The maximum AMPCX drawdown since its inception was -53.38%, 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.
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Drawdown Indicators
| AMPCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -33.99% | -19.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -11.98% | -2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -24.52% | -11.15% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -33.99% | -1.68% |
Current DrawdownCurrent decline from peak | -11.14% | -5.55% | -5.59% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -3.72% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.55% | +1.03% |
Volatility
AMPCX vs. VOO - Volatility Comparison
American Funds AMCAP Fund Class C (AMPCX) has a higher volatility of 6.71% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| AMPCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 5.34% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 9.47% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 18.11% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.21% | 16.82% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 17.99% | +0.69% |