APGZX vs. MGK

In the year-to-date period, APGZX achieves a -7.24% return, which is significantly higher than MGK's -8.47% return.

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APGZX has a 0.52% expense ratio, which is higher than MGK's 0.07% expense ratio.

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.

The current APGZX Sharpe Ratio is 0.05, which is lower than the MGK Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of APGZX and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APGZX's dividend yield for the trailing twelve months is around 0.10%, less than MGK's 0.48% yield.

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.

The current volatility for AB Large Cap Growth Fund Class Z (APGZX) is 14.67%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 17.26%. This indicates that APGZX experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.