GWPCX vs. XLK
Compare and contrast key facts about American Funds Growth Portfolio Class C (GWPCX) and Technology Select Sector SPDR Fund (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 Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPCX or XLK.
Correlation
The correlation between GWPCX and XLK is 0.86, 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. XLK - Performance Comparison
Key characteristics
GWPCX:
0.84
XLK:
0.88
GWPCX:
1.15
XLK:
1.27
GWPCX:
1.17
XLK:
1.17
GWPCX:
0.67
XLK:
1.18
GWPCX:
3.80
XLK:
3.96
GWPCX:
3.39%
XLK:
5.04%
GWPCX:
15.32%
XLK:
22.80%
GWPCX:
-39.29%
XLK:
-82.05%
GWPCX:
-7.53%
XLK:
-0.32%
Returns By Period
In the year-to-date period, GWPCX achieves a 4.72% return, which is significantly higher than XLK's 3.82% return. Over the past 10 years, GWPCX has underperformed XLK with an annualized return of 5.30%, while XLK has yielded a comparatively higher 20.34% annualized return.
GWPCX
4.72%
0.79%
3.87%
13.83%
5.71%
5.30%
XLK
3.82%
2.27%
9.91%
21.99%
20.57%
20.34%
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GWPCX vs. XLK - Expense Ratio Comparison
GWPCX has a 1.49% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
GWPCX vs. XLK — Risk-Adjusted Performance Rank
GWPCX
XLK
GWPCX vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and Technology Select Sector SPDR Fund (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.
Dividends
GWPCX vs. XLK - Dividend Comparison
GWPCX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.63%.
| 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% |
XLK Technology Select Sector SPDR Fund | 0.63% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
GWPCX vs. XLK - Drawdown Comparison
The maximum GWPCX drawdown since its inception was -39.29%, 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. For additional features, visit the drawdowns tool.
Volatility
GWPCX vs. XLK - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 3.45%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 7.31%. 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.