AWSHX vs. VOO
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class A (AWSHX) and Vanguard S&P 500 ETF (VOO).
AWSHX is managed by American Funds. It was launched on Jul 31, 1952. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWSHX or VOO.
Correlation
The correlation between AWSHX and VOO 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. VOO - Performance Comparison
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Key characteristics
AWSHX:
0.12
VOO:
0.60
AWSHX:
0.27
VOO:
0.96
AWSHX:
1.04
VOO:
1.14
AWSHX:
0.12
VOO:
0.62
AWSHX:
0.44
VOO:
2.35
AWSHX:
4.47%
VOO:
4.90%
AWSHX:
17.53%
VOO:
19.45%
AWSHX:
-53.16%
VOO:
-33.99%
AWSHX:
-4.37%
VOO:
-4.58%
Returns By Period
In the year-to-date period, AWSHX achieves a 2.55% return, which is significantly higher than VOO's -0.17% return. Over the past 10 years, AWSHX has underperformed VOO with an annualized return of 6.10%, while VOO has yielded a comparatively higher 12.60% annualized return.
AWSHX
2.55%
7.68%
-2.45%
2.14%
6.57%
10.08%
6.10%
VOO
-0.17%
10.68%
-1.11%
11.53%
15.43%
16.33%
12.60%
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AWSHX vs. VOO - Expense Ratio Comparison
AWSHX has a 0.58% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AWSHX vs. VOO — Risk-Adjusted Performance Rank
AWSHX
VOO
AWSHX vs. VOO - 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 S&P 500 ETF (VOO). 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.
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Dividends
AWSHX vs. VOO - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 9.84%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 9.84% | 10.06% | 6.14% | 6.31% | 3.23% | 3.06% | 6.76% | 8.10% | 7.41% | 6.37% | 6.25% | 7.04% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AWSHX vs. VOO - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.16%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AWSHX and VOO. For additional features, visit the drawdowns tool.
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Volatility
AWSHX vs. VOO - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 3.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.67%. This indicates that AWSHX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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