AWSHX vs. SPY
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and SPDR S&P 500 ETF (SPY).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or SPY.
Performance
AWSHX vs. SPY - Performance Comparison
Returns By Period
In the year-to-date period, AWSHX achieves a 20.84% return, which is significantly lower than SPY's 26.47% return. Over the past 10 years, AWSHX has underperformed SPY with an annualized return of 11.19%, while SPY has yielded a comparatively higher 13.14% annualized return.
AWSHX
20.84%
1.24%
10.72%
27.03%
12.44%
11.19%
SPY
26.47%
3.03%
13.19%
32.65%
15.68%
13.14%
Key characteristics
| AWSHX | SPY | |
|---|---|---|
| Sharpe Ratio | 2.57 | 2.69 |
| Sortino Ratio | 3.54 | 3.59 |
| Omega Ratio | 1.48 | 1.50 |
| Calmar Ratio | 4.78 | 3.88 |
| Martin Ratio | 17.12 | 17.47 |
| Ulcer Index | 1.58% | 1.87% |
| Daily Std Dev | 10.50% | 12.14% |
| Max Drawdown | -53.26% | -55.19% |
| Current Drawdown | -0.86% | -0.54% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWSHX vs. SPY - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than SPY's 0.09% expense ratio.
Correlation
The correlation between AWSHX and SPY 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.
Risk-Adjusted Performance
AWSHX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class A (AWSHX) and SPDR S&P 500 ETF (SPY). 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
AWSHX vs. SPY - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.47%, more than SPY's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.47% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
SPY SPDR S&P 500 ETF | 1.18% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
AWSHX vs. SPY - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AWSHX and SPY. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. SPY - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.42%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.98%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.