APGZX vs. VTI
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Total Stock Market ETF (VTI).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
APGZX vs. VTI - Performance Comparison
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APGZX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | -9.67% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
VTI Vanguard Total Stock Market ETF | -3.29% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, APGZX achieves a -9.67% return, which is significantly lower than VTI's -3.29% return. Over the past 10 years, APGZX has outperformed VTI with an annualized return of 14.92%, while VTI has yielded a comparatively lower 13.69% annualized return.
APGZX
- 1D
- 3.54%
- 1M
- -6.61%
- YTD
- -9.67%
- 6M
- -9.63%
- 1Y
- 10.96%
- 3Y*
- 15.78%
- 5Y*
- 9.19%
- 10Y*
- 14.92%
VTI
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.29%
- 6M
- -1.26%
- 1Y
- 18.60%
- 3Y*
- 18.14%
- 5Y*
- 10.63%
- 10Y*
- 13.69%
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APGZX vs. VTI - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
APGZX vs. VTI — Risk / Return Rank
APGZX
VTI
APGZX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Total Stock Market ETF (VTI). 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.
| APGZX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.98 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.52 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.54 | -0.77 |
Martin ratioReturn relative to average drawdown | 2.96 | 7.30 | -4.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APGZX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.98 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.61 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.75 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.48 | +0.27 |
Correlation
The correlation between APGZX and VTI 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.
Dividends
APGZX vs. VTI - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 10.81%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 10.81% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
APGZX vs. VTI - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for APGZX and VTI.
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Drawdown Indicators
| APGZX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -55.45% | +21.58% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -12.30% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -25.36% | -8.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -35.00% | +1.13% |
Current DrawdownCurrent decline from peak | -12.21% | -5.54% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -8.08% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.60% | +1.37% |
Volatility
APGZX vs. VTI - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 6.50% compared to Vanguard Total Stock Market ETF (VTI) at 5.48%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGZX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.48% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 9.75% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.18% | 19.02% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 17.41% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 18.29% | +1.34% |