GWPAX vs. VTI
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and Vanguard Total Stock Market ETF (VTI).
GWPAX is managed by American Funds. It was launched on May 18, 2012. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPAX or VTI.
Key characteristics
| GWPAX | VTI | |
|---|---|---|
| YTD Return | 21.04% | 25.21% |
| 1Y Return | 30.83% | 33.95% |
| 3Y Return (Ann) | 3.50% | 8.40% |
| 5Y Return (Ann) | 12.12% | 14.97% |
| 10Y Return (Ann) | 10.75% | 12.80% |
| Sharpe Ratio | 2.29 | 2.76 |
| Sortino Ratio | 3.08 | 3.68 |
| Omega Ratio | 1.41 | 1.51 |
| Calmar Ratio | 1.95 | 4.00 |
| Martin Ratio | 14.53 | 17.66 |
| Ulcer Index | 2.14% | 1.94% |
| Daily Std Dev | 13.55% | 12.43% |
| Max Drawdown | -34.15% | -55.45% |
| Current Drawdown | -1.82% | -1.18% |
Correlation
The correlation between GWPAX and VTI is 0.96, 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. VTI - Performance Comparison
In the year-to-date period, GWPAX achieves a 21.04% return, which is significantly lower than VTI's 25.21% return. Over the past 10 years, GWPAX has underperformed VTI with an annualized return of 10.75%, while VTI has yielded a comparatively higher 12.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GWPAX vs. VTI - Expense Ratio Comparison
GWPAX has a 0.73% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
GWPAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 0.58%, less than VTI's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 0.58% | 0.70% | 0.35% | 0.03% | 0.44% | 0.84% | 1.00% | 0.70% | 1.01% | 0.73% | 3.99% | 1.36% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
GWPAX vs. VTI - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for GWPAX and VTI. For additional features, visit the drawdowns tool.
Volatility
GWPAX vs. VTI - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class A (GWPAX) is 3.72%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.05%. This indicates that GWPAX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.