SSPY vs. AGTHX
Compare and contrast key facts about Syntax Stratified LargeCap ETF (SSPY) and American Funds The Growth Fund of America Class A (AGTHX).
SSPY is a passively managed fund by Syntax Advisors that tracks the performance of the Syntax Stratified LargeCap Index. It was launched on Jan 4, 2019. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSPY or AGTHX.
Correlation
The correlation between SSPY and AGTHX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SSPY vs. AGTHX - Performance Comparison
Key characteristics
SSPY:
1.15
AGTHX:
1.70
SSPY:
1.63
AGTHX:
2.28
SSPY:
1.20
AGTHX:
1.31
SSPY:
2.01
AGTHX:
2.64
SSPY:
5.08
AGTHX:
10.50
SSPY:
2.59%
AGTHX:
2.53%
SSPY:
11.42%
AGTHX:
15.63%
SSPY:
-36.67%
AGTHX:
-51.65%
SSPY:
-1.32%
AGTHX:
-1.03%
Returns By Period
In the year-to-date period, SSPY achieves a 4.62% return, which is significantly lower than AGTHX's 5.56% return. Over the past 10 years, SSPY has underperformed AGTHX with an annualized return of 11.16%, while AGTHX has yielded a comparatively higher 13.63% annualized return.
SSPY
4.62%
0.92%
4.89%
13.13%
11.13%
11.16%
AGTHX
5.56%
0.94%
14.52%
27.75%
14.02%
13.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSPY vs. AGTHX - Expense Ratio Comparison
SSPY has a 0.30% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
SSPY vs. AGTHX — Risk-Adjusted Performance Rank
SSPY
AGTHX
SSPY vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Syntax Stratified LargeCap ETF (SSPY) 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.
Dividends
SSPY vs. AGTHX - Dividend Comparison
SSPY's dividend yield for the trailing twelve months is around 0.34%, less than AGTHX's 8.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSPY Syntax Stratified LargeCap ETF | 0.34% | 0.35% | 1.76% | 1.69% | 1.09% | 1.63% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 8.51% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Drawdowns
SSPY vs. AGTHX - Drawdown Comparison
The maximum SSPY drawdown since its inception was -36.67%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for SSPY and AGTHX. For additional features, visit the drawdowns tool.
Volatility
SSPY vs. AGTHX - Volatility Comparison
The current volatility for Syntax Stratified LargeCap ETF (SSPY) is 2.22%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 3.75%. This indicates that SSPY experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.