WFSPX vs. APGYX
WFSPX (iShares S&P 500 Index Fund Class K) and APGYX (AB Large Cap Growth Fund Advisor Class) are both mutual funds - WFSPX is a S&P 500 fund tracking the S&P 500 Index, while APGYX is a Large Cap Growth Equities fund managed by AllianceBernstein. Over the past 10 years, WFSPX returned 15.46%/yr vs 16.60%/yr for APGYX. Their correlation of 0.93 suggests significant overlap in exposure. WFSPX charges 0.03%/yr vs 0.59%/yr for APGYX.
Performance
WFSPX vs. APGYX - Performance Comparison
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Returns By Period
In the year-to-date period, WFSPX achieves a 10.17% return, which is significantly higher than APGYX's 3.77% return. Over the past 10 years, WFSPX has underperformed APGYX with an annualized return of 15.46%, while APGYX has yielded a comparatively higher 16.60% annualized return.
WFSPX
- 1D
- 1.09%
- 1M
- 0.46%
- YTD
- 10.17%
- 6M
- 9.66%
- 1Y
- 27.12%
- 3Y*
- 20.94%
- 5Y*
- 14.06%
- 10Y*
- 15.46%
APGYX
- 1D
- 1.75%
- 1M
- -0.38%
- YTD
- 3.77%
- 6M
- 3.65%
- 1Y
- 15.50%
- 3Y*
- 18.05%
- 5Y*
- 10.39%
- 10Y*
- 16.60%
WFSPX vs. APGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund Class K | 10.17% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
APGYX AB Large Cap Growth Fund Advisor Class | 3.77% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
Correlation
The correlation between WFSPX and APGYX is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 1996 | 0.93 |
The correlation between WFSPX and APGYX has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
WFSPX vs. APGYX — Risk / Return Rank
WFSPX
APGYX
WFSPX vs. APGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Class K (WFSPX) and AB Large Cap Growth Fund Advisor Class (APGYX). 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.
| WFSPX | APGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.19 | ||
| Sortino ratioReturn per unit of downside risk | +1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.18 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 0.96 | +2.07 |
| Martin ratioReturn relative to average drawdown | 13.70 | 3.50 | +10.20 |
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Drawdowns
WFSPX vs. APGYX - Drawdown Comparison
The maximum WFSPX drawdown since its inception was -58.21%, smaller than the maximum APGYX drawdown of -66.33%. Use the drawdown chart below to compare losses from any high point for WFSPX and APGYX.
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Drawdown Indicators
| WFSPX | APGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.21% | -66.33% | +8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -15.24% | +6.34% |
Max Drawdown (3Y)Largest decline over 3 years | -18.74% | -21.59% | +2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -33.91% | +9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -33.74% | -33.91% | +0.17% |
Current DrawdownCurrent decline from peak | -1.36% | -2.44% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -12.76% | -20.97% | +8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 4.15% | -2.19% |
Volatility
WFSPX vs. APGYX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund Class K (WFSPX) is 4.77%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 5.41%. This indicates that WFSPX experiences smaller price fluctuations and is considered to be less risky than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFSPX | APGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 5.41% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.90% | 11.83% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 14.98% | -2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 20.25% | -3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 19.72% | -1.65% |
WFSPX vs. APGYX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than APGYX's 0.59% expense ratio.
Dividends
WFSPX vs. APGYX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 1.59%, less than APGYX's 9.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 9.40% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
WFSPX iShares S&P 500 Index Fund Class K | 1.59% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Frequently Asked Questions
With a correlation of 0.93, WFSPX and APGYX 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.
APGYX has higher volatility (5.41%) compared to WFSPX (4.77%). In terms of maximum drawdown, WFSPX dropped -58.21% vs APGYX's -66.33%.
WFSPX currently has the higher Sharpe Ratio (2.16 vs 0.97), 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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