APGYX vs. VTI
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and Vanguard Total Stock Market ETF (VTI).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or VTI.
Key characteristics
| APGYX | VTI | |
|---|---|---|
| YTD Return | 23.06% | 21.49% |
| 1Y Return | 35.25% | 34.31% |
| 3Y Return (Ann) | 6.21% | 7.24% |
| 5Y Return (Ann) | 16.91% | 14.56% |
| 10Y Return (Ann) | 15.78% | 12.51% |
| Sharpe Ratio | 2.30 | 2.78 |
| Sortino Ratio | 3.05 | 3.68 |
| Omega Ratio | 1.42 | 1.51 |
| Calmar Ratio | 2.68 | 3.68 |
| Martin Ratio | 10.84 | 17.71 |
| Ulcer Index | 3.32% | 1.94% |
| Daily Std Dev | 15.62% | 12.38% |
| Max Drawdown | -66.33% | -55.45% |
| Current Drawdown | -0.88% | -1.24% |
Correlation
The correlation between APGYX and VTI 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. VTI - Performance Comparison
In the year-to-date period, APGYX achieves a 23.06% return, which is significantly higher than VTI's 21.49% return. Over the past 10 years, APGYX has outperformed VTI with an annualized return of 15.78%, while VTI has yielded a comparatively lower 12.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. VTI - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
APGYX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 1.34%, more than VTI's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 1.34% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% | 14.37% | 4.01% |
VTI Vanguard Total Stock Market ETF | 1.31% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
APGYX vs. VTI - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for APGYX and VTI. For additional features, visit the drawdowns tool.
Volatility
APGYX vs. VTI - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 4.35% compared to Vanguard Total Stock Market ETF (VTI) at 3.20%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.