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.
Key characteristics
| ANWPX | VOO | |
|---|---|---|
| YTD Return | 4.15% | 5.65% |
| 1Y Return | 16.31% | 22.71% |
| 3Y Return (Ann) | 1.60% | 7.89% |
| 5Y Return (Ann) | 10.95% | 13.44% |
| 10Y Return (Ann) | 10.42% | 12.48% |
| Sharpe Ratio | 1.15 | 1.94 |
| Daily Std Dev | 14.44% | 11.73% |
| Max Drawdown | -50.43% | -33.99% |
| Current Drawdown | -6.39% | -4.44% |
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
In the year-to-date period, ANWPX achieves a 4.15% return, which is significantly lower than VOO's 5.65% return. Over the past 10 years, ANWPX has underperformed VOO with an annualized return of 10.42%, while VOO has yielded a comparatively higher 12.48% 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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ANWPX vs. VOO - Expense Ratio Comparison
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 5.14%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 5.14% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% | 7.58% | 6.26% |
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
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 3.09%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.31%. 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.