APGYX vs. SVSPX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and State Street S&P 500 Index Fund Class N (SVSPX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or SVSPX.
Key characteristics
APGYX | SVSPX | |
---|---|---|
YTD Return | 7.05% | 5.62% |
1Y Return | 28.43% | 23.64% |
3Y Return (Ann) | 6.66% | 7.74% |
5Y Return (Ann) | 15.05% | 13.00% |
10Y Return (Ann) | 15.53% | 12.21% |
Sharpe Ratio | 1.85 | 1.90 |
Daily Std Dev | 14.58% | 11.71% |
Max Drawdown | -66.33% | -86.30% |
Current Drawdown | -6.71% | -4.42% |
Correlation
The correlation between APGYX and SVSPX is 0.92, 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. SVSPX - Performance Comparison
In the year-to-date period, APGYX achieves a 7.05% return, which is significantly higher than SVSPX's 5.62% return. Over the past 10 years, APGYX has outperformed SVSPX with an annualized return of 15.53%, while SVSPX has yielded a comparatively lower 12.21% 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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APGYX vs. SVSPX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than SVSPX's 0.16% expense ratio.
Risk-Adjusted Performance
APGYX vs. SVSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and State Street S&P 500 Index Fund Class N (SVSPX). 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. SVSPX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 1.54%, less than SVSPX's 11.72% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Large Cap Growth Fund Advisor Class | 1.54% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% | 14.37% | 4.01% |
State Street S&P 500 Index Fund Class N | 11.72% | 12.38% | 10.53% | 11.65% | 15.98% | 6.40% | 13.29% | 4.94% | 8.63% | 4.05% | 2.92% | 3.00% |
Drawdowns
APGYX vs. SVSPX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, smaller than the maximum SVSPX drawdown of -86.30%. Use the drawdown chart below to compare losses from any high point for APGYX and SVSPX. For additional features, visit the drawdowns tool.
Volatility
APGYX vs. SVSPX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 5.15% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 3.90%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than SVSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.