FNPFX vs. VOOG
Compare and contrast key facts about American Funds New Perspective Fund Class F-3 (FNPFX) and Vanguard S&P 500 Growth ETF (VOOG).
FNPFX is managed by American Funds. It was launched on Mar 13, 1973. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: FNPFX or VOOG.
Correlation
The correlation between FNPFX and VOOG is 0.92, 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
FNPFX vs. VOOG - Performance Comparison
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Key characteristics
FNPFX:
0.47
VOOG:
0.87
FNPFX:
0.78
VOOG:
1.32
FNPFX:
1.11
VOOG:
1.19
FNPFX:
0.40
VOOG:
0.98
FNPFX:
1.70
VOOG:
3.29
FNPFX:
5.44%
VOOG:
6.62%
FNPFX:
19.00%
VOOG:
25.12%
FNPFX:
-38.45%
VOOG:
-32.73%
FNPFX:
-6.82%
VOOG:
-3.80%
Returns By Period
In the year-to-date period, FNPFX achieves a 5.83% return, which is significantly higher than VOOG's 1.18% return.
FNPFX
5.83%
12.42%
0.16%
8.80%
9.78%
N/A
VOOG
1.18%
13.41%
1.74%
21.64%
17.88%
14.74%
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FNPFX vs. VOOG - Expense Ratio Comparison
FNPFX has a 0.41% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
FNPFX vs. VOOG — Risk-Adjusted Performance Rank
FNPFX
VOOG
FNPFX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class F-3 (FNPFX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
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Dividends
FNPFX vs. VOOG - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 0.87%, more than VOOG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 0.87% | 0.92% | 1.25% | 1.21% | 0.65% | 0.40% | 1.31% | 1.55% | 0.77% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
FNPFX vs. VOOG - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -38.45%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FNPFX and VOOG. For additional features, visit the drawdowns tool.
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Volatility
FNPFX vs. VOOG - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class F-3 (FNPFX) is 5.08%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.64%. This indicates that FNPFX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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