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 0.92, 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:
0.99
VOO:
2.25
ANWPX:
1.34
VOO:
2.98
ANWPX:
1.19
VOO:
1.42
ANWPX:
1.15
VOO:
3.31
ANWPX:
6.43
VOO:
14.77
ANWPX:
2.14%
VOO:
1.90%
ANWPX:
13.90%
VOO:
12.46%
ANWPX:
-50.43%
VOO:
-33.99%
ANWPX:
-8.34%
VOO:
-2.47%
Returns By Period
In the year-to-date period, ANWPX achieves a 11.66% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, ANWPX has underperformed VOO with an annualized return of 10.70%, while VOO has yielded a comparatively higher 13.08% annualized return.
ANWPX
11.66%
-4.09%
0.06%
12.43%
10.24%
10.70%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 0.00% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% | 6.26% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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) has a higher volatility of 6.84% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that ANWPX'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.