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:
0.34
VOO:
0.57
APGAX:
0.63
VOO:
0.92
APGAX:
1.08
VOO:
1.13
APGAX:
0.35
VOO:
0.58
APGAX:
1.20
VOO:
2.42
APGAX:
6.39%
VOO:
4.51%
APGAX:
22.75%
VOO:
19.17%
APGAX:
-67.19%
VOO:
-33.99%
APGAX:
-13.59%
VOO:
-10.56%
Returns By Period
In the year-to-date period, APGAX achieves a -8.20% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, APGAX has outperformed VOO with an annualized return of 13.71%, while VOO has yielded a comparatively lower 12.02% annualized return.
APGAX
-8.20%
-4.72%
-5.72%
6.51%
14.09%
13.71%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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's dividend yield for the trailing twelve months is around 8.10%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGAX AB Large Cap Growth Fund Class A | 8.10% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% | 15.34% |
VOO Vanguard S&P 500 ETF | 1.39% | 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 -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 14.75% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. 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.