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.
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
Key characteristics
APGAX:
-0.61
VOO:
-0.07
APGAX:
-0.67
VOO:
0.01
APGAX:
0.91
VOO:
1.00
APGAX:
-0.51
VOO:
-0.07
APGAX:
-1.77
VOO:
-0.36
APGAX:
7.19%
VOO:
3.31%
APGAX:
20.77%
VOO:
15.79%
APGAX:
-69.97%
VOO:
-33.99%
APGAX:
-24.86%
VOO:
-17.13%
Returns By Period
In the year-to-date period, APGAX achieves a -16.08% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, APGAX has underperformed VOO with an annualized return of 7.37%, while VOO has yielded a comparatively higher 11.35% annualized return.
APGAX
-16.08%
-14.38%
-18.73%
-11.49%
10.65%
7.37%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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 Rank
APGAX
VOO
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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGAX AB Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
APGAX vs. VOO - Drawdown Comparison
The maximum APGAX drawdown since its inception was -69.97%, 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 9.60% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. 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.