APGAX vs. VOO

The year-to-date returns for both investments are quite close, with APGAX having a 1.66% return and VOO slightly higher at 1.73%. Over the past 10 years, APGAX has underperformed VOO with an annualized return of 9.27%, while VOO has yielded a comparatively higher 12.83% annualized return.

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APGAX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.

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.

The current APGAX Sharpe Ratio is 0.16, which is lower than the VOO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of APGAX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APGAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.

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.

AB Large Cap Growth Fund Class A (APGAX) has a higher volatility of 6.15% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. 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.