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BUYZ vs. ANWPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUYZ and ANWPX is 0.75, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

BUYZ vs. ANWPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Disruptive Commerce ETF (BUYZ) and American Funds New Perspective Fund Class A (ANWPX). The values are adjusted to include any dividend payments, if applicable.

30.00%40.00%50.00%60.00%70.00%NovemberDecember2025FebruaryMarchApril
44.34%
41.26%
BUYZ
ANWPX

Key characteristics

Sharpe Ratio

BUYZ:

0.70

ANWPX:

0.32

Sortino Ratio

BUYZ:

1.12

ANWPX:

0.56

Omega Ratio

BUYZ:

1.16

ANWPX:

1.08

Calmar Ratio

BUYZ:

0.33

ANWPX:

0.26

Martin Ratio

BUYZ:

2.45

ANWPX:

1.16

Ulcer Index

BUYZ:

7.11%

ANWPX:

5.25%

Daily Std Dev

BUYZ:

24.76%

ANWPX:

18.82%

Max Drawdown

BUYZ:

-68.06%

ANWPX:

-50.43%

Current Drawdown

BUYZ:

-43.52%

ANWPX:

-14.23%

Returns By Period

In the year-to-date period, BUYZ achieves a -4.83% return, which is significantly lower than ANWPX's -1.61% return.


BUYZ

YTD

-4.83%

1M

-3.80%

6M

0.89%

1Y

15.12%

5Y*

7.00%

10Y*

N/A

ANWPX

YTD

-1.61%

1M

-3.67%

6M

-6.05%

1Y

4.32%

5Y*

8.37%

10Y*

5.18%

*Annualized

Compare stocks, funds, or ETFs

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BUYZ vs. ANWPX - Expense Ratio Comparison

BUYZ has a 0.50% expense ratio, which is lower than ANWPX's 0.72% expense ratio.


Expense ratio chart for ANWPX: current value is 0.72%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ANWPX: 0.72%
Expense ratio chart for BUYZ: current value is 0.50%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BUYZ: 0.50%

Risk-Adjusted Performance

BUYZ vs. ANWPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUYZ
The Risk-Adjusted Performance Rank of BUYZ is 6666
Overall Rank
The Sharpe Ratio Rank of BUYZ is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of BUYZ is 7272
Sortino Ratio Rank
The Omega Ratio Rank of BUYZ is 7272
Omega Ratio Rank
The Calmar Ratio Rank of BUYZ is 5050
Calmar Ratio Rank
The Martin Ratio Rank of BUYZ is 6767
Martin Ratio Rank

ANWPX
The Risk-Adjusted Performance Rank of ANWPX is 4646
Overall Rank
The Sharpe Ratio Rank of ANWPX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of ANWPX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of ANWPX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of ANWPX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of ANWPX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUYZ vs. ANWPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Disruptive Commerce ETF (BUYZ) and American Funds New Perspective Fund Class A (ANWPX). 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.


The chart of Sharpe ratio for BUYZ, currently valued at 0.66, compared to the broader market-1.000.001.002.003.004.00
BUYZ: 0.66
ANWPX: 0.32
The chart of Sortino ratio for BUYZ, currently valued at 1.06, compared to the broader market-2.000.002.004.006.008.00
BUYZ: 1.06
ANWPX: 0.56
The chart of Omega ratio for BUYZ, currently valued at 1.15, compared to the broader market0.501.001.502.00
BUYZ: 1.15
ANWPX: 1.08
The chart of Calmar ratio for BUYZ, currently valued at 0.31, compared to the broader market0.002.004.006.008.0010.0012.00
BUYZ: 0.31
ANWPX: 0.26
The chart of Martin ratio for BUYZ, currently valued at 2.30, compared to the broader market0.0020.0040.0060.00
BUYZ: 2.30
ANWPX: 1.16

The current BUYZ Sharpe Ratio is 0.70, which is higher than the ANWPX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of BUYZ and ANWPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.66
0.32
BUYZ
ANWPX

Dividends

BUYZ vs. ANWPX - Dividend Comparison

BUYZ's dividend yield for the trailing twelve months is around 0.07%, less than ANWPX's 5.22% yield.


TTM20242023202220212020201920182017201620152014
BUYZ
Franklin Disruptive Commerce ETF
0.07%0.07%0.00%0.00%0.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ANWPX
American Funds New Perspective Fund Class A
5.22%5.13%5.36%4.16%7.01%4.13%3.67%7.59%5.50%3.86%6.14%7.58%

Drawdowns

BUYZ vs. ANWPX - Drawdown Comparison

The maximum BUYZ drawdown since its inception was -68.06%, which is greater than ANWPX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for BUYZ and ANWPX. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-43.52%
-14.23%
BUYZ
ANWPX

Volatility

BUYZ vs. ANWPX - Volatility Comparison

Franklin Disruptive Commerce ETF (BUYZ) has a higher volatility of 16.85% compared to American Funds New Perspective Fund Class A (ANWPX) at 12.44%. This indicates that BUYZ's price experiences larger fluctuations and is considered to be riskier than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.85%
12.44%
BUYZ
ANWPX