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:
0.90
VOO:
1.95
AWSHX:
1.20
VOO:
2.60
AWSHX:
1.18
VOO:
1.36
AWSHX:
1.45
VOO:
2.97
AWSHX:
4.45
VOO:
12.47
AWSHX:
2.56%
VOO:
2.01%
AWSHX:
12.69%
VOO:
12.89%
AWSHX:
-52.40%
VOO:
-33.99%
AWSHX:
-3.54%
VOO:
-1.30%
Returns By Period
In the year-to-date period, AWSHX achieves a 3.44% return, which is significantly higher than VOO's 2.71% return. Over the past 10 years, AWSHX has underperformed VOO with an annualized return of 6.94%, while VOO has yielded a comparatively higher 13.75% annualized return.
AWSHX
3.44%
3.34%
3.25%
10.61%
7.88%
6.94%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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. 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 1.36%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 1.36% | 1.40% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 3.56% | 3.36% |
VOO Vanguard S&P 500 ETF | 1.21% | 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 -52.40%, 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 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.21%. 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.