ANWPX vs. VTI
Compare and contrast key facts about American Funds New Perspective Fund Class A (ANWPX) and Vanguard Total Stock Market ETF (VTI).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
ANWPX vs. VTI - Performance Comparison
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ANWPX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
VTI Vanguard Total Stock Market ETF | -3.29% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, ANWPX achieves a -5.30% return, which is significantly lower than VTI's -3.29% return. Over the past 10 years, ANWPX has underperformed VTI with an annualized return of 12.32%, while VTI has yielded a comparatively higher 13.69% annualized return.
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
VTI
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.29%
- 6M
- -1.26%
- 1Y
- 18.60%
- 3Y*
- 18.14%
- 5Y*
- 10.63%
- 10Y*
- 13.69%
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ANWPX vs. VTI - Expense Ratio Comparison
ANWPX has a 0.72% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
ANWPX vs. VTI — Risk / Return Rank
ANWPX
VTI
ANWPX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and Vanguard Total Stock Market ETF (VTI). 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.
| ANWPX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.98 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.52 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.54 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.78 | 7.30 | -1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANWPX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.98 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.61 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.75 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.48 | +0.18 |
Correlation
The correlation between ANWPX and VTI 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.
Dividends
ANWPX vs. VTI - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 6.94%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
ANWPX vs. VTI - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -52.34%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for ANWPX and VTI.
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Drawdown Indicators
| ANWPX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.34% | -55.45% | +3.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -12.30% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -34.45% | -25.36% | -9.09% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | -35.00% | +0.55% |
Current DrawdownCurrent decline from peak | -8.73% | -5.54% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -8.08% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.60% | +0.29% |
Volatility
ANWPX vs. VTI - Volatility Comparison
American Funds New Perspective Fund Class A (ANWPX) has a higher volatility of 6.24% compared to Vanguard Total Stock Market ETF (VTI) at 5.48%. This indicates that ANWPX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANWPX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 5.48% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 9.75% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 19.02% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 17.41% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 18.29% | -0.52% |