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.
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
Key characteristics
APGZX:
0.72
VOO:
1.89
APGZX:
1.02
VOO:
2.54
APGZX:
1.14
VOO:
1.35
APGZX:
1.09
VOO:
2.83
APGZX:
2.82
VOO:
11.83
APGZX:
4.56%
VOO:
2.02%
APGZX:
17.99%
VOO:
12.66%
APGZX:
-35.56%
VOO:
-33.99%
APGZX:
-6.36%
VOO:
-0.42%
Returns By Period
In the year-to-date period, APGZX achieves a 3.71% return, which is significantly lower than VOO's 4.17% return.
APGZX
3.71%
-0.16%
4.09%
14.10%
11.36%
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 Rank
APGZX
VOO
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 0.09%, less than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
APGZX vs. VOO - Drawdown Comparison
The maximum APGZX drawdown since its inception was -35.56%, 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 4.94% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.