FMACX vs. SPY
Compare and contrast key facts about American Funds AMCAP Fund® Class F-3 (FMACX) and SPDR S&P 500 ETF (SPY).
FMACX is managed by American Funds. It was launched on Aug 1, 2008. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMACX or SPY.
Correlation
The correlation between FMACX and SPY is 0.94, 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
FMACX vs. SPY - Performance Comparison
Key characteristics
FMACX:
0.73
SPY:
1.81
FMACX:
1.02
SPY:
2.43
FMACX:
1.14
SPY:
1.33
FMACX:
0.70
SPY:
2.74
FMACX:
3.20
SPY:
11.36
FMACX:
3.59%
SPY:
2.03%
FMACX:
15.66%
SPY:
12.74%
FMACX:
-41.29%
SPY:
-55.19%
FMACX:
-5.41%
SPY:
-0.73%
Returns By Period
In the year-to-date period, FMACX achieves a 4.57% return, which is significantly higher than SPY's 3.28% return.
FMACX
4.57%
4.89%
6.93%
10.99%
5.48%
N/A
SPY
3.28%
4.28%
12.39%
22.37%
14.20%
13.17%
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FMACX vs. SPY - Expense Ratio Comparison
FMACX has a 0.34% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FMACX vs. SPY — Risk-Adjusted Performance Rank
FMACX
SPY
FMACX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund® Class F-3 (FMACX) and SPDR S&P 500 ETF (SPY). 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
FMACX vs. SPY - Dividend Comparison
FMACX's dividend yield for the trailing twelve months is around 0.63%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMACX American Funds AMCAP Fund® Class F-3 | 0.63% | 0.66% | 1.12% | 0.00% | 0.00% | 0.44% | 0.94% | 0.94% | 0.68% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FMACX vs. SPY - Drawdown Comparison
The maximum FMACX drawdown since its inception was -41.29%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FMACX and SPY. For additional features, visit the drawdowns tool.
Volatility
FMACX vs. SPY - Volatility Comparison
American Funds AMCAP Fund® Class F-3 (FMACX) has a higher volatility of 3.71% compared to SPDR S&P 500 ETF (SPY) at 3.41%. This indicates that FMACX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.