ANWPX vs. VOO
Compare and contrast key facts about American Funds New Perspective Fund Class A (ANWPX) and Vanguard S&P 500 ETF (VOO).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973. 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: ANWPX or VOO.
Correlation
The correlation between ANWPX and VOO 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.
Performance
ANWPX vs. VOO - Performance Comparison
Key characteristics
ANWPX:
0.91
VOO:
1.76
ANWPX:
1.26
VOO:
2.37
ANWPX:
1.17
VOO:
1.32
ANWPX:
0.64
VOO:
2.66
ANWPX:
4.11
VOO:
11.10
ANWPX:
3.09%
VOO:
2.02%
ANWPX:
13.92%
VOO:
12.79%
ANWPX:
-50.43%
VOO:
-33.99%
ANWPX:
-8.81%
VOO:
-2.11%
Returns By Period
In the year-to-date period, ANWPX achieves a 4.60% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, ANWPX has underperformed VOO with an annualized return of 6.20%, while VOO has yielded a comparatively higher 13.03% annualized return.
ANWPX
4.60%
0.46%
1.33%
10.46%
6.28%
6.20%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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ANWPX vs. VOO - Expense Ratio Comparison
ANWPX has a 0.72% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ANWPX vs. VOO — Risk-Adjusted Performance Rank
ANWPX
VOO
ANWPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) 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
ANWPX vs. VOO - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 0.57%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 0.57% | 0.59% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ANWPX vs. VOO - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -50.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ANWPX and VOO. For additional features, visit the drawdowns tool.
Volatility
ANWPX vs. VOO - Volatility Comparison
American Funds New Perspective Fund Class A (ANWPX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.49% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.