APGZX vs. MGK
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Mega Cap Growth ETF (MGK).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGZX or MGK.
Correlation
The correlation between APGZX and MGK is 0.95, 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
APGZX vs. MGK - Performance Comparison
Key characteristics
APGZX:
0.74
MGK:
1.53
APGZX:
1.05
MGK:
2.06
APGZX:
1.15
MGK:
1.28
APGZX:
1.12
MGK:
2.05
APGZX:
2.93
MGK:
7.50
APGZX:
4.53%
MGK:
3.71%
APGZX:
18.02%
MGK:
18.23%
APGZX:
-35.56%
MGK:
-48.36%
APGZX:
-5.46%
MGK:
-0.09%
Returns By Period
In the year-to-date period, APGZX achieves a 4.70% return, which is significantly higher than MGK's 3.99% return.
APGZX
4.70%
2.17%
4.33%
13.97%
11.30%
N/A
MGK
3.99%
2.94%
13.00%
28.51%
18.05%
16.52%
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APGZX vs. MGK - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
APGZX vs. MGK — Risk-Adjusted Performance Rank
APGZX
MGK
APGZX vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Mega Cap Growth ETF (MGK). 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
APGZX vs. MGK - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 0.09%, less than MGK's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 0.09% | 0.09% | 0.14% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% |
MGK Vanguard Mega Cap Growth ETF | 0.41% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% | 1.25% |
Drawdowns
APGZX vs. MGK - Drawdown Comparison
The maximum APGZX drawdown since its inception was -35.56%, smaller than the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for APGZX and MGK. For additional features, visit the drawdowns tool.
Volatility
APGZX vs. MGK - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Mega Cap Growth ETF (MGK) have volatilities of 5.14% and 5.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.