GWPCX vs. VOO
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Vanguard S&P 500 ETF (VOO).
GWPCX 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: GWPCX or VOO.
Correlation
The correlation between GWPCX 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
GWPCX vs. VOO - Performance Comparison
Key characteristics
GWPCX:
0.08
VOO:
0.54
GWPCX:
0.25
VOO:
0.88
GWPCX:
1.04
VOO:
1.13
GWPCX:
0.07
VOO:
0.55
GWPCX:
0.24
VOO:
2.27
GWPCX:
6.80%
VOO:
4.55%
GWPCX:
20.81%
VOO:
19.19%
GWPCX:
-39.29%
VOO:
-33.99%
GWPCX:
-15.90%
VOO:
-9.90%
Returns By Period
In the year-to-date period, GWPCX achieves a -4.76% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, GWPCX has underperformed VOO with an annualized return of 4.07%, while VOO has yielded a comparatively higher 12.12% annualized return.
GWPCX
-4.76%
-1.94%
-8.88%
1.27%
6.67%
4.07%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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GWPCX vs. VOO - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GWPCX vs. VOO — Risk-Adjusted Performance Rank
GWPCX
VOO
GWPCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) 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
GWPCX vs. VOO - Dividend Comparison
GWPCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.53% | 0.19% | 0.01% | 0.27% | 0.10% | 2.77% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GWPCX vs. VOO - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -39.29%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GWPCX and VOO. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. VOO - Volatility Comparison
American Funds Growth Portfolio Class C (GWPCX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.61% and 13.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.