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 0.91, 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.
Performance
FNPFX vs. VOOG - Performance Comparison
Key characteristics
FNPFX:
1.03
VOOG:
2.34
FNPFX:
1.38
VOOG:
2.99
FNPFX:
1.20
VOOG:
1.42
FNPFX:
1.27
VOOG:
3.19
FNPFX:
6.44
VOOG:
12.65
FNPFX:
2.24%
VOOG:
3.25%
FNPFX:
14.02%
VOOG:
17.54%
FNPFX:
-34.25%
VOOG:
-32.73%
FNPFX:
-6.93%
VOOG:
-0.07%
Returns By Period
In the year-to-date period, FNPFX achieves a 13.72% return, which is significantly lower than VOOG's 40.94% return.
FNPFX
13.72%
-3.37%
1.21%
14.44%
10.75%
N/A
VOOG
40.94%
5.91%
13.96%
41.05%
17.78%
15.40%
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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 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 has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNPFX American Funds New Perspective Fund Class F-3 | 0.00% | 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 | 0.47% | 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
American Funds New Perspective Fund Class F-3 (FNPFX) has a higher volatility of 7.21% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.97%. This indicates that FNPFX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.