GWPCX vs. XLK
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and State Street Technology Select Sector SPDR ETF (XLK).
GWPCX is managed by American Funds. It was launched on May 18, 2012. XLK is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector Daily Capped 35/20 Index. It was launched on Dec 16, 1998.
Performance
GWPCX vs. XLK - Performance Comparison
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GWPCX vs. XLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | -5.80% | 19.58% | 19.26% | 27.77% | -27.51% | 17.70% | 24.46% | 26.74% | -7.31% | 24.19% |
XLK State Street Technology Select Sector SPDR ETF | -6.18% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
Returns By Period
In the year-to-date period, GWPCX achieves a -5.80% return, which is significantly higher than XLK's -6.18% return. Over the past 10 years, GWPCX has underperformed XLK with an annualized return of 11.07%, while XLK has yielded a comparatively higher 21.00% annualized return.
GWPCX
- 1D
- 3.38%
- 1M
- -6.95%
- YTD
- -5.80%
- 6M
- -3.65%
- 1Y
- 18.27%
- 3Y*
- 16.43%
- 5Y*
- 6.86%
- 10Y*
- 11.07%
XLK
- 1D
- 1.51%
- 1M
- -3.20%
- YTD
- -6.18%
- 6M
- -4.94%
- 1Y
- 30.47%
- 3Y*
- 22.19%
- 5Y*
- 15.65%
- 10Y*
- 21.00%
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GWPCX vs. XLK - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than XLK's 0.08% expense ratio.
Return for Risk
GWPCX vs. XLK — Risk / Return Rank
GWPCX
XLK
GWPCX vs. XLK - 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 Technology Select Sector SPDR ETF (XLK). 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 | XLK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.13 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.71 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.97 | -0.41 |
Martin ratioReturn relative to average drawdown | 6.32 | 6.31 | +0.02 |
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 | XLK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.13 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.64 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.87 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.36 | +0.27 |
Correlation
The correlation between GWPCX and XLK is 0.87, 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. XLK - Dividend Comparison
GWPCX's dividend yield for the trailing twelve months is around 5.98%, more than XLK's 0.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPCX American Funds Growth Portfolio Class C | 5.98% | 5.63% | 5.59% | 0.96% | 9.93% | 3.48% | 3.04% | 5.54% | 5.45% | 2.73% | 3.67% | 4.25% |
XLK State Street Technology Select Sector SPDR ETF | 0.57% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Drawdowns
GWPCX vs. XLK - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -34.59%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for GWPCX and XLK.
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Drawdown Indicators
| GWPCX | XLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -82.05% | +47.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.88% | -15.92% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -33.56% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -33.56% | -1.03% |
Current DrawdownCurrent decline from peak | -8.90% | -11.04% | +2.14% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -35.17% | +29.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 4.98% | -2.04% |
Volatility
GWPCX vs. XLK - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 6.58%, while State Street Technology Select Sector SPDR ETF (XLK) has a volatility of 8.12%. This indicates that GWPCX experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWPCX | XLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 8.12% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.25% | 16.49% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 27.05% | -8.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.17% | 24.72% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 24.33% | -6.37% |