BUYZ vs. ANWPX
Compare and contrast key facts about Franklin Disruptive Commerce ETF (BUYZ) and American Funds New Perspective Fund Class A (ANWPX).
BUYZ is an actively managed fund by Franklin Templeton. It was launched on Feb 25, 2020. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUYZ or ANWPX.
Key characteristics
| BUYZ | ANWPX | |
|---|---|---|
| YTD Return | 31.66% | 18.09% |
| 1Y Return | 47.05% | 29.09% |
| 3Y Return (Ann) | -9.82% | 2.44% |
| Sharpe Ratio | 2.86 | 2.33 |
| Sortino Ratio | 3.87 | 3.19 |
| Omega Ratio | 1.50 | 1.42 |
| Calmar Ratio | 0.81 | 1.65 |
| Martin Ratio | 13.85 | 14.98 |
| Ulcer Index | 3.43% | 1.95% |
| Daily Std Dev | 16.60% | 12.57% |
| Max Drawdown | -68.06% | -50.43% |
| Current Drawdown | -39.07% | -1.06% |
Correlation
The correlation between BUYZ and ANWPX is 0.82, 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
BUYZ vs. ANWPX - Performance Comparison
In the year-to-date period, BUYZ achieves a 31.66% return, which is significantly higher than ANWPX's 18.09% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
BUYZ vs. ANWPX - Dividend Comparison
BUYZ has not paid dividends to shareholders, while ANWPX's dividend yield for the trailing twelve months is around 0.79%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUYZ Franklin Disruptive Commerce ETF | 0.00% | 0.00% | 0.00% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 0.79% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% | 6.26% |
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.
Volatility
BUYZ vs. ANWPX - Volatility Comparison
Franklin Disruptive Commerce ETF (BUYZ) has a higher volatility of 4.67% compared to American Funds New Perspective Fund Class A (ANWPX) at 3.49%. 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.