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.
Performance
ANWPX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, ANWPX achieves a 16.91% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, ANWPX has underperformed VOO with an annualized return of 11.11%, while VOO has yielded a comparatively higher 13.18% annualized return.
ANWPX
16.91%
-0.83%
6.50%
23.38%
12.20%
11.11%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| ANWPX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.89 | 2.70 |
| Sortino Ratio | 2.61 | 3.60 |
| Omega Ratio | 1.34 | 1.50 |
| Calmar Ratio | 1.55 | 3.90 |
| Martin Ratio | 11.86 | 17.65 |
| Ulcer Index | 1.99% | 1.86% |
| Daily Std Dev | 12.48% | 12.19% |
| Max Drawdown | -50.43% | -33.99% |
| Current Drawdown | -2.05% | -0.86% |
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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.
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.
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's dividend yield for the trailing twelve months is around 0.80%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 0.80% | 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 | 1.24% | 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
The current volatility for American Funds New Perspective Fund Class A (ANWPX) is 3.34%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. This indicates that ANWPX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.