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 | 6.99% | 8.32% |
1Y Return | 26.75% | 26.57% |
3Y Return (Ann) | 6.41% | 6.26% |
5Y Return (Ann) | 14.98% | 14.19% |
10Y Return (Ann) | 15.26% | 13.97% |
Sharpe Ratio | 1.84 | 1.91 |
Daily Std Dev | 14.61% | 13.90% |
Max Drawdown | -67.19% | -32.73% |
Current Drawdown | -6.71% | -4.50% |
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 6.99% return, which is significantly lower than VOOG's 8.32% return. Over the past 10 years, APGAX has outperformed VOOG with an annualized return of 15.26%, while VOOG has yielded a comparatively lower 13.97% annualized return. 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 1.64%, more than VOOG's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Large Cap Growth Fund Class A | 1.64% | 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 | 0.91% | 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
The current volatility for AB Large Cap Growth Fund Class A (APGAX) is 5.22%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.51%. This indicates that APGAX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.