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 May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANWPX or VTI.
Key characteristics
| ANWPX | VTI | |
|---|---|---|
| YTD Return | 5.38% | 6.03% |
| 1Y Return | 20.15% | 26.20% |
| 3Y Return (Ann) | 1.99% | 6.49% |
| 5Y Return (Ann) | 11.02% | 12.61% |
| 10Y Return (Ann) | 10.57% | 11.99% |
| Sharpe Ratio | 1.25 | 1.98 |
| Daily Std Dev | 14.58% | 12.18% |
| Max Drawdown | -50.43% | -55.45% |
| Current Drawdown | -5.28% | -3.56% |
Correlation
The correlation between ANWPX and VTI is 0.89, 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. VTI - Performance Comparison
In the year-to-date period, ANWPX achieves a 5.38% return, which is significantly lower than VTI's 6.03% return. Over the past 10 years, ANWPX has underperformed VTI with an annualized return of 10.57%, while VTI has yielded a comparatively higher 11.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
ANWPX vs. VTI - 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 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.
Dividends
ANWPX vs. VTI - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 5.08%, more than VTI's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 5.08% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% | 7.58% | 6.26% |
VTI Vanguard Total Stock Market ETF | 1.41% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
ANWPX vs. VTI - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -50.43%, 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. For additional features, visit the drawdowns tool.
Volatility
ANWPX vs. VTI - Volatility Comparison
American Funds New Perspective Fund Class A (ANWPX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.64% and 3.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.