APGZX vs. VOO
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Vanguard S&P 500 ETF (VOO).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGZX or VOO.
Key characteristics
APGZX | VOO | |
---|---|---|
YTD Return | 14.59% | 11.78% |
1Y Return | 33.26% | 28.27% |
3Y Return (Ann) | 10.41% | 10.42% |
5Y Return (Ann) | 17.19% | 15.03% |
Sharpe Ratio | 2.39 | 2.56 |
Daily Std Dev | 14.71% | 11.55% |
Max Drawdown | -33.87% | -33.99% |
Current Drawdown | -0.42% | -0.04% |
Correlation
The correlation between APGZX and VOO 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
APGZX vs. VOO - Performance Comparison
In the year-to-date period, APGZX achieves a 14.59% return, which is significantly higher than VOO's 11.78% 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.
APGZX vs. VOO - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
APGZX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 1.48%, more than VOO's 1.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Large Cap Growth Fund Class Z | 1.48% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 8.62% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
APGZX vs. VOO - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for APGZX and VOO. For additional features, visit the drawdowns tool.
Volatility
APGZX vs. VOO - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 4.87% compared to Vanguard S&P 500 ETF (VOO) at 3.37%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.