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 0.91, 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
APGYX vs. SPY - Performance Comparison
Key characteristics
APGYX:
-0.34
SPY:
0.32
APGYX:
-0.31
SPY:
0.51
APGYX:
0.96
SPY:
1.07
APGYX:
-0.33
SPY:
0.39
APGYX:
-1.01
SPY:
1.52
APGYX:
6.65%
SPY:
3.13%
APGYX:
19.85%
SPY:
14.74%
APGYX:
-69.14%
SPY:
-55.19%
APGYX:
-20.01%
SPY:
-12.17%
Returns By Period
In the year-to-date period, APGYX achieves a -11.41% return, which is significantly lower than SPY's -8.15% return. Over the past 10 years, APGYX has underperformed SPY with an annualized return of 8.71%, while SPY has yielded a comparatively higher 11.89% annualized return.
APGYX
-11.41%
-8.30%
-12.71%
-6.89%
12.65%
8.71%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
APGYX vs. SPY - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 0.07%, less than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 0.07% | 0.06% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.34% | 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 -69.14%, 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.
Volatility
APGYX vs. SPY - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 8.60% compared to SPDR S&P 500 ETF (SPY) at 7.47%. 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.