GWPAX vs. FFSG
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and FormulaFolios Smart Growth ETF (FFSG).
GWPAX is managed by American Funds. It was launched on May 18, 2012. FFSG is an actively managed fund by Al Marketing LLC. It was launched on Oct 31, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPAX or FFSG.
Key characteristics
| GWPAX | FFSG |
|---|
Correlation
The correlation between GWPAX and FFSG is 0.84, 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
GWPAX vs. FFSG - Performance Comparison
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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GWPAX vs. FFSG - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than FFSG's 0.69% expense ratio.
Risk-Adjusted Performance
GWPAX vs. FFSG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and FormulaFolios Smart Growth ETF (FFSG). 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
GWPAX vs. FFSG - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 1.51%, while FFSG has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 1.51% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% | 3.99% | 1.36% |
FFSG FormulaFolios Smart Growth ETF | 1.47% | 1.89% | 0.97% | 1.61% | 1.14% | 1.50% | 1.68% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GWPAX vs. FFSG - Drawdown Comparison
Volatility
GWPAX vs. FFSG - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 4.62% compared to FormulaFolios Smart Growth ETF (FFSG) at 0.00%. This indicates that GWPAX's price experiences larger fluctuations and is considered to be riskier than FFSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.