ANWPX vs. VOOG
Compare and contrast key facts about American Funds New Perspective Fund Class A (ANWPX) and Vanguard S&P 500 Growth ETF (VOOG).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Performance
ANWPX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, ANWPX achieves a 16.42% return, which is significantly lower than VOOG's 33.12% return. Over the past 10 years, ANWPX has underperformed VOOG with an annualized return of 11.10%, while VOOG has yielded a comparatively higher 14.92% annualized return.
ANWPX
16.42%
-1.35%
5.48%
23.11%
12.12%
11.10%
VOOG
33.12%
1.64%
14.93%
38.17%
17.54%
14.92%
Key characteristics
| ANWPX | VOOG | |
|---|---|---|
| Sharpe Ratio | 1.82 | 2.23 |
| Sortino Ratio | 2.52 | 2.90 |
| Omega Ratio | 1.33 | 1.41 |
| Calmar Ratio | 1.49 | 2.84 |
| Martin Ratio | 11.43 | 11.80 |
| Ulcer Index | 1.99% | 3.22% |
| Daily Std Dev | 12.48% | 17.05% |
| Max Drawdown | -50.43% | -32.73% |
| Current Drawdown | -2.46% | -1.59% |
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ANWPX vs. VOOG - Expense Ratio Comparison
ANWPX has a 0.72% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Correlation
The correlation between ANWPX and VOOG is 0.90, 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. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 0.80%, more than VOOG's 0.60% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
ANWPX vs. VOOG - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -50.43%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for ANWPX and VOOG. For additional features, visit the drawdowns tool.
Volatility
ANWPX vs. VOOG - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class A (ANWPX) is 3.49%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.67%. This indicates that ANWPX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.