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.
Performance
FNPFX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, FNPFX achieves a 17.69% return, which is significantly lower than VOOG's 33.08% return.
FNPFX
17.69%
0.69%
6.35%
24.26%
12.61%
N/A
VOOG
33.08%
3.16%
13.95%
37.77%
17.51%
14.87%
Key characteristics
| FNPFX | VOOG | |
|---|---|---|
| Sharpe Ratio | 1.60 | 2.21 |
| Sortino Ratio | 2.36 | 2.88 |
| Omega Ratio | 1.33 | 1.41 |
| Calmar Ratio | 1.66 | 2.82 |
| Martin Ratio | 10.10 | 11.72 |
| Ulcer Index | 2.40% | 3.22% |
| Daily Std Dev | 15.15% | 17.05% |
| Max Drawdown | -34.25% | -32.73% |
| Current Drawdown | -1.64% | -1.62% |
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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.
Correlation
The correlation between FNPFX and VOOG is 0.91, 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.
Risk-Adjusted Performance
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.
Dividends
FNPFX vs. VOOG - Dividend Comparison
FNPFX's dividend yield for the trailing twelve months is around 1.07%, more than VOOG's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 1.07% | 1.25% | 1.21% | 0.65% | 0.40% | 1.31% | 1.55% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
FNPFX vs. VOOG - Drawdown Comparison
The maximum FNPFX drawdown since its inception was -34.25%, roughly equal to the maximum VOOG 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.
Volatility
FNPFX vs. VOOG - Volatility Comparison
The current volatility for American Funds New Perspective Fund Class F-3 (FNPFX) is 3.35%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.39%. 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.