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:
1.20
VOO:
2.21
ANWPX:
1.60
VOO:
2.92
ANWPX:
1.23
VOO:
1.41
ANWPX:
0.72
VOO:
3.34
ANWPX:
5.76
VOO:
14.07
ANWPX:
2.87%
VOO:
2.01%
ANWPX:
13.82%
VOO:
12.80%
ANWPX:
-50.43%
VOO:
-33.99%
ANWPX:
-11.03%
VOO:
-1.36%
Returns By Period
The year-to-date returns for both stocks are quite close, with ANWPX having a 2.06% return and VOO slightly lower at 1.98%. Over the past 10 years, ANWPX has underperformed VOO with an annualized return of 6.33%, while VOO has yielded a comparatively higher 13.37% annualized return.
ANWPX
2.06%
1.55%
1.02%
14.32%
5.97%
6.33%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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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 0.58%, 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 | 0.58% | 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) has a higher volatility of 6.72% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. 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.