ITB vs. AGTHX
ITB (iShares U.S. Home Construction ETF) and AGTHX (American Funds The Growth Fund of America Class A) are both funds - ITB is a Building & Construction fund tracking the Dow Jones U.S. Select Home Construction Index, while AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group. ITB is passively managed, while AGTHX is actively managed. Over the past 10 years, ITB returned 14.32%/yr vs 15.79%/yr for AGTHX. A 0.62 correlation means they provide meaningful diversification when combined. ITB charges 0.38%/yr vs 0.59%/yr for AGTHX.
Performance
ITB vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, ITB achieves a 1.18% return, which is significantly lower than AGTHX's 6.60% return. Over the past 10 years, ITB has underperformed AGTHX with an annualized return of 14.32%, while AGTHX has yielded a comparatively higher 15.79% annualized return.
ITB
- 1D
- 0.31%
- 1M
- 12.49%
- YTD
- 1.18%
- 6M
- -4.59%
- 1Y
- 8.99%
- 3Y*
- 7.33%
- 5Y*
- 8.75%
- 10Y*
- 14.32%
AGTHX
- 1D
- 0.27%
- 1M
- 0.45%
- YTD
- 6.60%
- 6M
- 7.72%
- 1Y
- 21.49%
- 3Y*
- 22.87%
- 5Y*
- 11.31%
- 10Y*
- 15.79%
ITB vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ITB iShares U.S. Home Construction ETF | 1.18% | -5.26% | 2.06% | 68.91% | -26.26% | 49.25% | 26.42% | 48.70% | -30.92% | 59.65% |
AGTHX American Funds The Growth Fund of America Class A | 6.60% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between ITB and AGTHX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since May 5, 2006 | 0.62 |
Over the past year, the correlation between ITB and AGTHX has dropped to 0.38 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
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Return for Risk
ITB vs. AGTHX — Risk / Return Rank
ITB
AGTHX
ITB vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Home Construction ETF (ITB) and American Funds The Growth Fund of America Class A (AGTHX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ITB | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.46 | -1.12 |
| Martin ratioReturn relative to average drawdown | 0.67 | 5.60 | -4.93 |
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Drawdowns
ITB vs. AGTHX - Drawdown Comparison
The maximum ITB drawdown since its inception was -86.53%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for ITB and AGTHX.
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Drawdown Indicators
| ITB | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.53% | -51.91% | -34.62% |
Max Drawdown (1Y)Largest decline over 1 year | -26.04% | -13.76% | -12.28% |
Max Drawdown (3Y)Largest decline over 3 years | -33.35% | -21.57% | -11.78% |
Max Drawdown (5Y)Largest decline over 5 years | -40.55% | -36.38% | -4.17% |
Max Drawdown (10Y)Largest decline over 10 years | -52.10% | -36.38% | -15.72% |
Current DrawdownCurrent decline from peak | -23.30% | -3.49% | -19.81% |
Average DrawdownAverage peak-to-trough decline | -37.08% | -9.19% | -27.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.49% | 3.59% | +9.90% |
Volatility
ITB vs. AGTHX - Volatility Comparison
iShares U.S. Home Construction ETF (ITB) has a higher volatility of 9.26% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.25%. This indicates that ITB's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITB | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.26% | 6.25% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 20.89% | 12.77% | +8.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.80% | 16.00% | +13.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.29% | 20.37% | +8.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.06% | 19.75% | +10.31% |
ITB vs. AGTHX - Expense Ratio Comparison
ITB has a 0.38% expense ratio, which is lower than AGTHX's 0.59% expense ratio.
Dividends
ITB vs. AGTHX - Dividend Comparison
ITB's dividend yield for the trailing twelve months is around 1.33%, less than AGTHX's 10.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.03% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
ITB iShares U.S. Home Construction ETF | 1.33% | 1.67% | 0.46% | 0.48% | 0.86% | 0.37% | 0.46% | 0.50% | 0.63% | 0.28% | 0.43% | 0.34% |
Frequently Asked Questions
ITB and AGTHX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITB has higher volatility (9.26%) compared to AGTHX (6.25%). In terms of maximum drawdown, ITB dropped -86.53% vs AGTHX's -51.91%.
AGTHX currently has the higher Sharpe Ratio (1.26 vs 0.30), 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.
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