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:
1.38
VOO:
2.22
AWSHX:
1.81
VOO:
2.95
AWSHX:
1.27
VOO:
1.42
AWSHX:
2.00
VOO:
3.27
AWSHX:
9.04
VOO:
14.57
AWSHX:
1.82%
VOO:
1.90%
AWSHX:
11.90%
VOO:
12.47%
AWSHX:
-53.26%
VOO:
-33.99%
AWSHX:
-5.49%
VOO:
-1.77%
Returns By Period
In the year-to-date period, AWSHX achieves a 15.79% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, AWSHX has underperformed VOO with an annualized return of 10.57%, while VOO has yielded a comparatively higher 13.12% annualized return.
AWSHX
15.79%
-4.17%
3.87%
16.44%
10.73%
10.57%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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 0.98%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWSHX American Funds Washington Mutual Investors Fund Class A | 0.98% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AWSHX vs. VOO - Drawdown Comparison
The maximum AWSHX drawdown since its inception was -53.26%, 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
American Funds Washington Mutual Investors Fund Class A (AWSHX) has a higher volatility of 6.40% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that AWSHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.