APGYX vs. WFSPX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and iShares S&P 500 Index Fund (WFSPX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. WFSPX is managed by Blackrock. It was launched on Jul 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or WFSPX.
Key characteristics
| APGYX | WFSPX | |
|---|---|---|
| YTD Return | 27.40% | 26.83% |
| 1Y Return | 33.10% | 34.77% |
| 3Y Return (Ann) | 5.73% | 9.82% |
| 5Y Return (Ann) | 13.54% | 15.49% |
| 10Y Return (Ann) | 10.18% | 13.10% |
| Sharpe Ratio | 2.25 | 3.05 |
| Sortino Ratio | 2.99 | 4.05 |
| Omega Ratio | 1.41 | 1.57 |
| Calmar Ratio | 2.52 | 4.42 |
| Martin Ratio | 10.65 | 20.02 |
| Ulcer Index | 3.33% | 1.87% |
| Daily Std Dev | 15.76% | 12.27% |
| Max Drawdown | -69.14% | -89.72% |
| Current Drawdown | -0.35% | -0.26% |
Correlation
The correlation between APGYX and WFSPX 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. WFSPX - Performance Comparison
The year-to-date returns for both stocks are quite close, with APGYX having a 27.40% return and WFSPX slightly lower at 26.83%. Over the past 10 years, APGYX has underperformed WFSPX with an annualized return of 10.18%, while WFSPX has yielded a comparatively higher 13.10% 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. WFSPX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Risk-Adjusted Performance
APGYX vs. WFSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and iShares S&P 500 Index Fund (WFSPX). 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. WFSPX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 0.08%, less than WFSPX's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 0.08% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% |
WFSPX iShares S&P 500 Index Fund | 1.20% | 1.44% | 1.69% | 1.25% | 1.55% | 1.99% | 2.03% | 1.74% | 2.07% | 1.95% | 1.84% | 1.70% |
Drawdowns
APGYX vs. WFSPX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -69.14%, smaller than the maximum WFSPX drawdown of -89.72%. Use the drawdown chart below to compare losses from any high point for APGYX and WFSPX. For additional features, visit the drawdowns tool.
Volatility
APGYX vs. WFSPX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 4.37% compared to iShares S&P 500 Index Fund (WFSPX) at 3.75%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.