Correlation
The correlation between ANWPX and VOOG 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.
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
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Key characteristics
ANWPX:
0.83
VOOG:
0.81
ANWPX:
1.13
VOOG:
1.14
ANWPX:
1.16
VOOG:
1.16
ANWPX:
0.76
VOOG:
0.81
ANWPX:
3.19
VOOG:
2.71
ANWPX:
4.25%
VOOG:
6.66%
ANWPX:
18.43%
VOOG:
25.20%
ANWPX:
-51.35%
VOOG:
-32.73%
ANWPX:
-0.51%
VOOG:
-2.88%
Returns By Period
In the year-to-date period, ANWPX achieves a 7.25% return, which is significantly higher than VOOG's 2.14% return. Over the past 10 years, ANWPX has underperformed VOOG with an annualized return of 11.01%, while VOOG has yielded a comparatively higher 14.84% annualized return.
ANWPX
7.25%
4.21%
5.58%
14.71%
13.06%
13.41%
11.01%
VOOG
2.14%
6.10%
2.92%
20.09%
17.26%
16.67%
14.84%
Compare stocks, funds, or ETFs
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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.
Risk-Adjusted Performance
ANWPX vs. VOOG — Risk-Adjusted Performance Rank
ANWPX
VOOG
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.
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Dividends
ANWPX vs. VOOG - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 4.78%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 4.78% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% | 6.95% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
ANWPX vs. VOOG - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -51.35%, 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.
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Volatility
ANWPX vs. VOOG - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class A (ANWPX) is 4.17%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. 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.
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