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.
Correlation
The correlation between ANWPX and VOOG 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. VOOG - Performance Comparison
Key characteristics
ANWPX:
0.31
VOOG:
0.64
ANWPX:
0.55
VOOG:
1.02
ANWPX:
1.08
VOOG:
1.14
ANWPX:
0.25
VOOG:
0.71
ANWPX:
1.08
VOOG:
2.38
ANWPX:
5.45%
VOOG:
6.58%
ANWPX:
18.83%
VOOG:
24.78%
ANWPX:
-50.43%
VOOG:
-32.73%
ANWPX:
-11.00%
VOOG:
-8.78%
Returns By Period
In the year-to-date period, ANWPX achieves a 2.09% return, which is significantly higher than VOOG's -4.07% return. Over the past 10 years, ANWPX has underperformed VOOG with an annualized return of 5.64%, while VOOG has yielded a comparatively higher 14.24% annualized return.
ANWPX
2.09%
16.63%
-4.17%
5.73%
8.20%
5.64%
VOOG
-4.07%
17.21%
-3.28%
15.76%
16.17%
14.24%
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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.
Dividends
ANWPX vs. VOOG - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 0.58%, which matches VOOG's 0.58% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.58% | 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 -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 9.07%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 13.31%. 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.