AWSHX vs. VIG
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Vanguard Dividend Appreciation ETF (VIG).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or VIG.
Key characteristics
| AWSHX | VIG | |
|---|---|---|
| YTD Return | 4.70% | 2.77% |
| 1Y Return | 19.69% | 14.07% |
| 3Y Return (Ann) | 7.56% | 6.50% |
| 5Y Return (Ann) | 10.94% | 11.40% |
| 10Y Return (Ann) | 10.62% | 10.90% |
| Sharpe Ratio | 1.88 | 1.38 |
| Daily Std Dev | 10.27% | 10.02% |
| Max Drawdown | -53.26% | -46.81% |
| Current Drawdown | -4.07% | -4.70% |
Correlation
The correlation between AWSHX and VIG is 0.95, 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. VIG - Performance Comparison
In the year-to-date period, AWSHX achieves a 4.70% return, which is significantly higher than VIG's 2.77% return. Both investments have delivered pretty close results over the past 10 years, with AWSHX having a 10.62% annualized return and VIG not far ahead at 10.90%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AWSHX vs. VIG - Expense Ratio Comparison
Risk-Adjusted Performance
AWSHX vs. VIG - 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 Vanguard Dividend Appreciation ETF (VIG). 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. VIG - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 5.88%, more than VIG's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 5.88% | 6.14% | 6.31% | 3.23% | 3.06% | 6.76% | 8.09% | 7.40% | 6.36% | 6.22% | 7.00% | 4.96% |
VIG Vanguard Dividend Appreciation ETF | 1.85% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
AWSHX vs. VIG - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for AWSHX and VIG. For additional features, visit the drawdowns tool.
Volatility
AWSHX vs. VIG - Volatility Comparison
American Funds Washington Mutual Investors Fund Class A (AWSHX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.27% and 3.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.