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.
Performance
GWPAX vs. VOO - Performance Comparison
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GWPAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, GWPAX achieves a -5.63% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, GWPAX has underperformed VOO with an annualized return of 11.87%, while VOO has yielded a comparatively higher 14.14% annualized return.
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
GWPAX vs. VOO — Risk / Return Rank
GWPAX
VOO
GWPAX vs. VOO - Risk-Adjusted Trends 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.
| GWPAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.01 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.53 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.55 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.68 | 7.31 | -0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWPAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.01 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.71 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.79 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.83 | -0.15 |
Correlation
The correlation between GWPAX and VOO is 0.95, 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.
Dividends
GWPAX vs. VOO - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 6.09%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
GWPAX vs. VOO - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GWPAX and VOO.
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Drawdown Indicators
| GWPAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -33.99% | -0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -11.98% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -24.52% | -9.63% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -33.99% | -0.16% |
Current DrawdownCurrent decline from peak | -8.81% | -5.55% | -3.26% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -3.72% | -2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.55% | +0.36% |
Volatility
GWPAX vs. VOO - Volatility Comparison
American Funds Growth Portfolio Class A (GWPAX) has a higher volatility of 6.61% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| GWPAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 5.34% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 9.47% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 18.11% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 16.82% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 17.99% | -0.04% |