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.
Correlation
The correlation between AWSHX and SPY is 0.93, 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
AWSHX vs. SPY - Performance Comparison
Key characteristics
AWSHX:
0.12
SPY:
0.54
AWSHX:
0.28
SPY:
0.89
AWSHX:
1.04
SPY:
1.13
AWSHX:
0.13
SPY:
0.58
AWSHX:
0.50
SPY:
2.39
AWSHX:
4.16%
SPY:
4.51%
AWSHX:
17.35%
SPY:
20.07%
AWSHX:
-53.16%
SPY:
-55.19%
AWSHX:
-8.64%
SPY:
-10.54%
Returns By Period
In the year-to-date period, AWSHX achieves a -2.03% return, which is significantly higher than SPY's -6.44% return. Over the past 10 years, AWSHX has underperformed SPY with an annualized return of 5.66%, while SPY has yielded a comparatively higher 11.95% annualized return.
AWSHX
-2.03%
-3.81%
-6.04%
1.07%
9.81%
5.66%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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AWSHX vs. SPY - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AWSHX vs. SPY — Risk-Adjusted Performance Rank
AWSHX
SPY
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 1.44%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.44% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.12% | 2.05% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AWSHX vs. SPY - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.16%, 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 11.90%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.13%. 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.