APGZX vs. VUG
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Growth ETF (VUG).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
APGZX vs. VUG - Performance Comparison
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APGZX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
In the year-to-date period, APGZX achieves a -12.76% return, which is significantly lower than VUG's -10.37% return. Over the past 10 years, APGZX has underperformed VUG with an annualized return of 14.52%, while VUG has yielded a comparatively higher 16.03% annualized return.
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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APGZX vs. VUG - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
APGZX vs. VUG — Risk / Return Rank
APGZX
VUG
APGZX vs. VUG - 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 Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.81 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.31 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.11 | -0.77 |
Martin ratioReturn relative to average drawdown | 1.34 | 3.96 | -2.61 |
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 | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.81 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.75 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.57 | +0.16 |
Correlation
The correlation between APGZX and VUG is 0.96, 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. VUG - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 11.19%, more than VUG's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
APGZX vs. VUG - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for APGZX and VUG.
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Drawdown Indicators
| APGZX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -50.68% | +16.81% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -16.53% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -35.61% | +1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -35.61% | +1.74% |
Current DrawdownCurrent decline from peak | -15.21% | -13.20% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -7.13% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 4.66% | -0.76% |
Volatility
APGZX vs. VUG - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Class Z (APGZX) is 5.13%, while Vanguard Growth ETF (VUG) has a volatility of 7.00%. This indicates that APGZX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGZX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 7.00% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 12.65% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 22.68% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 22.23% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 21.38% | -1.78% |