APGAX vs. VOOG
Compare and contrast key facts about AB Large Cap Growth Fund Class A (APGAX) and Vanguard S&P 500 Growth ETF (VOOG).
APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Key characteristics
APGAX | VOOG | |
---|---|---|
YTD Return | 23.27% | 30.41% |
1Y Return | 38.84% | 42.91% |
3Y Return (Ann) | 7.90% | 8.67% |
5Y Return (Ann) | 17.06% | 17.91% |
10Y Return (Ann) | 16.01% | 15.44% |
Sharpe Ratio | 2.38 | 2.47 |
Sortino Ratio | 3.12 | 3.21 |
Omega Ratio | 1.42 | 1.45 |
Calmar Ratio | 2.00 | 1.97 |
Martin Ratio | 11.40 | 12.86 |
Ulcer Index | 3.35% | 3.23% |
Daily Std Dev | 16.10% | 16.80% |
Max Drawdown | -67.19% | -32.73% |
Current Drawdown | -0.52% | -0.23% |
Correlation
The correlation between APGAX and VOOG is 0.95, 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. VOOG - Performance Comparison
In the year-to-date period, APGAX achieves a 23.27% return, which is significantly lower than VOOG's 30.41% return. Both investments have delivered pretty close results over the past 10 years, with APGAX having a 16.01% annualized return and VOOG not far behind at 15.44%. 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. VOOG - Expense Ratio Comparison
APGAX has a 0.84% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
APGAX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
APGAX's dividend yield for the trailing twelve months is around 1.42%, more than VOOG's 0.62% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Large Cap Growth Fund Class A | 1.42% | 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 Growth ETF | 0.62% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
APGAX vs. VOOG - Drawdown Comparison
The maximum APGAX drawdown since its inception was -67.19%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for APGAX and VOOG. For additional features, visit the drawdowns tool.
Volatility
APGAX vs. VOOG - Volatility Comparison
AB Large Cap Growth Fund Class A (APGAX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 3.30% and 3.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.