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 0.91, 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:
0.96
VOO:
2.04
APGAX:
1.29
VOO:
2.72
APGAX:
1.19
VOO:
1.38
APGAX:
1.31
VOO:
3.02
APGAX:
4.68
VOO:
13.60
APGAX:
3.66%
VOO:
1.88%
APGAX:
17.86%
VOO:
12.52%
APGAX:
-69.97%
VOO:
-33.99%
APGAX:
-10.34%
VOO:
-3.52%
Returns By Period
In the year-to-date period, APGAX achieves a 16.85% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, APGAX has underperformed VOO with an annualized return of 9.82%, while VOO has yielded a comparatively higher 13.02% annualized return.
APGAX
16.85%
-5.98%
-2.88%
18.56%
10.91%
9.82%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGAX AB Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.92% | 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 -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 8.82% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. 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.