GWPAX vs. VOO
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and Vanguard S&P 500 ETF (VOO).
GWPAX is managed by American Funds. It was launched on May 18, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: GWPAX or VOO.
Correlation
The correlation between GWPAX and VOO 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
GWPAX vs. VOO - Performance Comparison
Key characteristics
GWPAX:
1.09
VOO:
1.95
GWPAX:
1.45
VOO:
2.60
GWPAX:
1.21
VOO:
1.36
GWPAX:
0.85
VOO:
2.97
GWPAX:
5.44
VOO:
12.47
GWPAX:
3.08%
VOO:
2.01%
GWPAX:
15.45%
VOO:
12.89%
GWPAX:
-38.55%
VOO:
-33.99%
GWPAX:
-5.71%
VOO:
-1.30%
Returns By Period
In the year-to-date period, GWPAX achieves a 3.78% return, which is significantly higher than VOO's 2.71% return. Over the past 10 years, GWPAX has underperformed VOO with an annualized return of 6.60%, while VOO has yielded a comparatively higher 13.75% annualized return.
GWPAX
3.78%
3.29%
4.19%
16.02%
7.28%
6.60%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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GWPAX vs. VOO - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GWPAX vs. VOO — Risk-Adjusted Performance Rank
GWPAX
VOO
GWPAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 0.46%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 0.46% | 0.47% | 0.70% | 0.35% | 0.03% | 0.44% | 0.84% | 1.00% | 0.70% | 1.01% | 0.73% | 3.99% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GWPAX vs. VOO - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -38.55%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GWPAX and VOO. For additional features, visit the drawdowns tool.
Volatility
GWPAX vs. VOO - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 7.52% compared to Vanguard S&P 500 ETF (VOO) at 4.21%. This indicates that GWPAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.