APGYX vs. SPY
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and SPDR S&P 500 ETF (SPY).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or SPY.
Correlation
The correlation between APGYX and SPY is 0.93, 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
APGYX vs. SPY - Performance Comparison
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Key characteristics
APGYX:
0.53
SPY:
0.68
APGYX:
0.91
SPY:
1.13
APGYX:
1.12
SPY:
1.17
APGYX:
0.57
SPY:
0.76
APGYX:
1.82
SPY:
2.93
APGYX:
6.81%
SPY:
4.87%
APGYX:
22.95%
SPY:
20.29%
APGYX:
-66.33%
SPY:
-55.19%
APGYX:
-4.96%
SPY:
-3.85%
Returns By Period
In the year-to-date period, APGYX achieves a 0.99% return, which is significantly higher than SPY's 0.56% return. Over the past 10 years, APGYX has outperformed SPY with an annualized return of 15.04%, while SPY has yielded a comparatively lower 12.67% annualized return.
APGYX
0.99%
11.87%
-0.59%
12.04%
15.52%
15.04%
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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APGYX vs. SPY - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
APGYX vs. SPY — Risk-Adjusted Performance Rank
APGYX
SPY
APGYX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
APGYX vs. SPY - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 6.52%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 6.52% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% | 14.37% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
APGYX vs. SPY - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for APGYX and SPY. For additional features, visit the drawdowns tool.
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Volatility
APGYX vs. SPY - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 7.00% compared to SPDR S&P 500 ETF (SPY) at 6.24%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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