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
Key characteristics
AWSHX:
0.11
VOO:
0.55
AWSHX:
0.26
VOO:
0.89
AWSHX:
1.04
VOO:
1.13
AWSHX:
0.12
VOO:
0.57
AWSHX:
0.44
VOO:
2.26
AWSHX:
4.28%
VOO:
4.67%
AWSHX:
17.35%
VOO:
19.16%
AWSHX:
-53.16%
VOO:
-33.99%
AWSHX:
-7.50%
VOO:
-9.25%
Returns By Period
In the year-to-date period, AWSHX achieves a -0.80% return, which is significantly higher than VOO's -5.07% return. Over the past 10 years, AWSHX has underperformed VOO with an annualized return of 5.81%, while VOO has yielded a comparatively higher 12.19% annualized return.
AWSHX
-0.80%
-1.10%
-4.78%
3.15%
10.15%
5.81%
VOO
-5.07%
-0.81%
-3.75%
11.95%
16.26%
12.19%
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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.
Dividends
AWSHX vs. VOO - Dividend Comparison
AWSHX's dividend yield for the trailing twelve months is around 1.42%, more than VOO's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.42% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.12% | 2.05% |
VOO Vanguard S&P 500 ETF | 1.37% | 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.
Volatility
AWSHX vs. VOO - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class A (AWSHX) is 11.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.82%. 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.