ANWPX vs. VUG
Compare and contrast key facts about American Funds New Perspective Fund Class A (ANWPX) and Vanguard Growth ETF (VUG).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
ANWPX vs. VUG - Performance Comparison
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ANWPX vs. VUG - 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% |
VUG Vanguard Growth ETF | -9.39% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, ANWPX achieves a -5.30% return, which is significantly higher than VUG's -9.39% return. Over the past 10 years, ANWPX has underperformed VUG with an annualized return of 12.32%, while VUG has yielded a comparatively higher 16.16% 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%
VUG
- 1D
- 1.09%
- 1M
- -4.37%
- YTD
- -9.39%
- 6M
- -8.17%
- 1Y
- 18.52%
- 3Y*
- 21.59%
- 5Y*
- 11.67%
- 10Y*
- 16.16%
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ANWPX vs. VUG - Expense Ratio Comparison
ANWPX has a 0.72% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
ANWPX vs. VUG — Risk / Return Rank
ANWPX
VUG
ANWPX vs. VUG - 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 Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.82 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.32 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.19 | +0.24 |
Martin ratioReturn relative to average drawdown | 5.78 | 4.15 | +1.63 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.82 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.53 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.76 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.57 | +0.08 |
Correlation
The correlation between ANWPX and VUG 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.
Dividends
ANWPX vs. VUG - Dividend Comparison
ANWPX's dividend yield for the trailing twelve months is around 6.94%, more than VUG's 0.45% 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% |
VUG Vanguard Growth ETF | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
ANWPX vs. VUG - Drawdown Comparison
The maximum ANWPX drawdown since its inception was -52.34%, roughly equal to the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for ANWPX and VUG.
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Drawdown Indicators
| ANWPX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.34% | -50.68% | -1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -16.53% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -34.45% | -35.61% | +1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | -35.61% | +1.16% |
Current DrawdownCurrent decline from peak | -8.73% | -12.25% | +3.52% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -7.13% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 4.72% | -1.83% |
Volatility
ANWPX vs. VUG - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class A (ANWPX) is 6.24%, while Vanguard Growth ETF (VUG) has a volatility of 7.12%. This indicates that ANWPX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANWPX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 7.12% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 12.70% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 22.70% | -5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 22.22% | -5.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 21.38% | -3.61% |