GWPFX vs. AVUS

Last updated Jun 4, 2026

GWPFX (American Funds Global Growth Fund Class R-6) and AVUS (Avantis U.S. Equity ETF) are both funds - GWPFX is a Global Equities fund managed by American Funds, while AVUS is a Large Cap Blend Equities fund actively managed by Avantis. Over the past 5 years, GWPFX returned 10.64%/yr vs 13.04%/yr for AVUS. Their correlation of 0.93 suggests significant overlap in exposure. GWPFX charges 0.47%/yr vs 0.15%/yr for AVUS.

Performance

GWPFX vs. AVUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Global Growth Fund Class R-6 (GWPFX) and Avantis U.S. Equity ETF (AVUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GWPFX achieves a 11.29% return, which is significantly lower than AVUS's 14.42% return.

GWPFX

• 1D: 0.00%
• 1M: 5.60%
• YTD: 11.29%
• 6M: 11.76%
• 1Y: 28.07%
• 3Y*: 22.12%
• 5Y*: 10.64%
• 10Y*: 13.34%

AVUS

• 1D: -0.46%
• 1M: 4.77%
• YTD: 14.42%
• 6M: 14.71%
• 1Y: 32.34%
• 3Y*: 22.35%
• 5Y*: 13.04%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GWPFX vs. AVUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
GWPFX American Funds Global Growth Fund Class R-6	11.29%	20.46%	20.08%	28.78%	-26.99%	18.56%	25.39%	10.37%
AVUS Avantis U.S. Equity ETF	14.42%	16.68%	20.43%	21.77%	-13.82%	28.73%	17.58%	8.87%

Correlation

The correlation between GWPFX and AVUS is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019	0.93

The correlation between GWPFX and AVUS has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

Return for Risk

GWPFX vs. AVUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GWPFX

GWPFX Risk / Return Rank: 46
GWPFX Sharpe Ratio Rank: 47
GWPFX Sortino Ratio Rank: 44
GWPFX Omega Ratio Rank: 45
GWPFX Calmar Ratio Rank: 41
GWPFX Martin Ratio Rank: 53

AVUS

AVUS Risk / Return Rank: 81
AVUS Sharpe Ratio Rank: 81
AVUS Sortino Ratio Rank: 80
AVUS Omega Ratio Rank: 79
AVUS Calmar Ratio Rank: 79
AVUS Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GWPFX vs. AVUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Global Growth Fund Class R-6 (GWPFX) and Avantis U.S. Equity ETF (AVUS). 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.

	GWPFX	AVUS	Difference
Sharpe ratio: Return per unit of total volatility	2.02	2.68	-0.65
Sortino ratio: Return per unit of downside risk	2.79	3.66	-0.87
Omega ratio: Gain probability vs. loss probability	1.37	1.48	-0.12
Calmar ratio: Return relative to maximum drawdown	2.45	4.14	-1.69
Martin ratio: Return relative to average drawdown	10.80	18.85	-8.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GWPFX vs. AVUS - Sharpe Ratio Comparison

The current GWPFX Sharpe Ratio is 2.02, which is comparable to the AVUS Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of GWPFX and AVUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	GWPFX	AVUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.02	2.68	-0.65
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	0.76	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.32	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	0.80	-0.45

Drawdowns

GWPFX vs. AVUS - Drawdown Comparison

The maximum GWPFX drawdown since its inception was -52.51%, which is greater than AVUS's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for GWPFX and AVUS.

Drawdown Indicators

	GWPFX	AVUS	Difference
Max Drawdown Largest peak-to-trough decline	-52.51%	-37.04%	-15.47%
Max Drawdown (1Y) Largest decline over 1 year	-11.78%	-7.85%	-3.93%
Max Drawdown (3Y) Largest decline over 3 years	-19.40%	-19.74%	+0.34%
Max Drawdown (5Y) Largest decline over 5 years	-34.15%	-22.19%	-11.96%
Max Drawdown (10Y) Largest decline over 10 years	-52.51%	—	—
Current Drawdown Current decline from peak	0.00%	-0.46%	+0.46%
Average Drawdown Average peak-to-trough decline	-5.74%	-5.09%	-0.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.66%	1.72%	+0.94%

Volatility

GWPFX vs. AVUS - Volatility Comparison

American Funds Global Growth Fund Class R-6 (GWPFX) has a higher volatility of 3.82% compared to Avantis U.S. Equity ETF (AVUS) at 2.98%. This indicates that GWPFX's price experiences larger fluctuations and is considered to be riskier than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GWPFX	AVUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.82%	2.98%	+0.84%
Volatility (6M) Calculated over the trailing 6-month period	11.24%	9.00%	+2.24%
Volatility (1Y) Calculated over the trailing 1-year period	14.25%	12.15%	+2.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.23%	17.29%	+0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.64%	20.85%	+20.79%

GWPFX vs. AVUS - Expense Ratio Comparison

GWPFX has a 0.47% expense ratio, which is higher than AVUS's 0.15% expense ratio.

Dividends

GWPFX vs. AVUS - Dividend Comparison

GWPFX's dividend yield for the trailing twelve months is around 5.17%, more than AVUS's 0.91% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVUS Avantis U.S. Equity ETF	0.91%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%	0.00%	0.00%	0.00%	0.00%
GWPFX American Funds Global Growth Fund Class R-6	5.17%	5.75%	5.81%	1.60%	9.84%	3.39%	3.41%	5.77%	6.18%	3.35%	4.30%	4.75%

Frequently Asked Questions

Can I hold both GWPFX and AVUS in my portfolio?

With a correlation of 0.92, GWPFX and AVUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, GWPFX or AVUS?

GWPFX has higher volatility (3.82%) compared to AVUS (2.98%). In terms of maximum drawdown, GWPFX dropped -52.51% vs AVUS's -37.04%.

Which has better risk-adjusted returns?

AVUS currently has the higher Sharpe Ratio (2.68 vs 2.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.