GWPCX vs. SPYG
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG).
GWPCX is managed by American Funds. It was launched on May 18, 2012. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Performance
GWPCX vs. SPYG - Performance Comparison
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GWPCX vs. SPYG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | -8.88% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | -6.91% | 22.09% | 35.99% | 30.02% | -29.41% | 32.01% | 33.46% | 30.84% | -0.12% | 27.24% |
Returns By Period
In the year-to-date period, GWPCX achieves a -8.88% return, which is significantly lower than SPYG's -6.91% return. Over the past 10 years, GWPCX has underperformed SPYG with an annualized return of 10.70%, while SPYG has yielded a comparatively higher 15.90% annualized return.
GWPCX
- 1D
- -0.67%
- 1M
- -10.31%
- YTD
- -8.88%
- 6M
- -6.28%
- 1Y
- 15.00%
- 3Y*
- 15.14%
- 5Y*
- 6.48%
- 10Y*
- 10.70%
SPYG
- 1D
- 1.32%
- 1M
- -4.24%
- YTD
- -6.91%
- 6M
- -5.21%
- 1Y
- 23.24%
- 3Y*
- 22.39%
- 5Y*
- 12.53%
- 10Y*
- 15.90%
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GWPCX vs. SPYG - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Return for Risk
GWPCX vs. SPYG — Risk / Return Rank
GWPCX
SPYG
GWPCX vs. SPYG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.
| GWPCX | SPYG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.04 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.62 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.75 | -0.73 |
Martin ratioReturn relative to average drawdown | 4.22 | 6.81 | -2.58 |
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
| GWPCX | SPYG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.04 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.60 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.78 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.32 | +0.30 |
Correlation
The correlation between GWPCX and SPYG is 0.92, 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
GWPCX vs. SPYG - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 6.18%, more than SPYG's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 6.18% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.52% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% |
Drawdowns
GWPCX vs. SPYG - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for GWPCX and SPYG.
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Drawdown Indicators
| GWPCX | SPYG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -67.63% | +33.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -13.76% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -32.67% | -1.92% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -32.67% | -1.92% |
Current DrawdownCurrent decline from peak | -11.88% | -9.06% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -24.48% | +18.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.55% | -0.67% |
Volatility
GWPCX vs. SPYG - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 5.34%, while State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.32%. This indicates that GWPCX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPCX | SPYG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 7.32% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 12.90% | -2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 22.42% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 21.13% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 20.57% | -2.64% |