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 0.90, 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.
Performance
ANWPX vs. VOOG - Performance Comparison
Key characteristics
ANWPX:
0.99
VOOG:
2.22
ANWPX:
1.34
VOOG:
2.86
ANWPX:
1.19
VOOG:
1.40
ANWPX:
1.15
VOOG:
3.02
ANWPX:
6.43
VOOG:
11.97
ANWPX:
2.14%
VOOG:
3.25%
ANWPX:
13.90%
VOOG:
17.48%
ANWPX:
-50.43%
VOOG:
-32.73%
ANWPX:
-8.34%
VOOG:
-2.70%
Returns By Period
In the year-to-date period, ANWPX achieves a 11.66% return, which is significantly lower than VOOG's 37.24% return. Over the past 10 years, ANWPX has underperformed VOOG with an annualized return of 10.70%, while VOOG has yielded a comparatively higher 15.16% annualized return.
ANWPX
11.66%
-4.09%
0.06%
12.43%
10.24%
10.70%
VOOG
37.24%
2.95%
10.97%
38.85%
17.34%
15.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 0.00% | 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 | 0.34% | 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
American Funds New Perspective Fund Class A (ANWPX) has a higher volatility of 6.84% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.72%. This indicates that ANWPX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.