APGAX vs. VOO
Compare and contrast key facts about AB Large Cap Growth Fund Class A (APGAX) and Vanguard S&P 500 ETF (VOO).
APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: APGAX or VOO.
Key characteristics
APGAX | VOO | |
---|---|---|
YTD Return | 6.99% | 5.98% |
1Y Return | 26.75% | 22.69% |
3Y Return (Ann) | 6.41% | 8.02% |
5Y Return (Ann) | 14.98% | 13.41% |
10Y Return (Ann) | 15.26% | 12.42% |
Sharpe Ratio | 1.84 | 1.93 |
Daily Std Dev | 14.61% | 11.69% |
Max Drawdown | -67.19% | -33.99% |
Current Drawdown | -6.71% | -4.14% |
Correlation
The correlation between APGAX and VOO is 0.92, 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
APGAX vs. VOO - Performance Comparison
In the year-to-date period, APGAX achieves a 6.99% return, which is significantly higher than VOO's 5.98% return. Over the past 10 years, APGAX has outperformed VOO with an annualized return of 15.26%, while VOO has yielded a comparatively lower 12.42% 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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APGAX vs. VOO - Expense Ratio Comparison
APGAX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
APGAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and Vanguard S&P 500 ETF (VOO). 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
APGAX vs. VOO - Dividend Comparison
APGAX's dividend yield for the trailing twelve months is around 1.64%, more than VOO's 1.39% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Large Cap Growth Fund Class A | 1.64% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% | 15.34% | 4.23% |
Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
APGAX vs. VOO - Drawdown Comparison
The maximum APGAX drawdown since its inception was -67.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for APGAX and VOO. For additional features, visit the drawdowns tool.
Volatility
APGAX vs. VOO - Volatility Comparison
AB Large Cap Growth Fund Class A (APGAX) has a higher volatility of 5.22% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that APGAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.