WFSPX vs. APGYX

The year-to-date returns for both investments are quite close, with WFSPX having a 1.91% return and APGYX slightly higher at 2.00%. Over the past 10 years, WFSPX has outperformed APGYX with an annualized return of 12.79%, while APGYX has yielded a comparatively lower 10.03% annualized return.

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WFSPX has a 0.03% expense ratio, which is lower than APGYX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (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.

The current WFSPX Sharpe Ratio is 0.72, which is higher than the APGYX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of WFSPX and APGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFSPX's dividend yield for the trailing twelve months is around 1.21%, more than APGYX's 0.06% yield.

The maximum WFSPX drawdown since its inception was -89.72%, which is greater than APGYX's maximum drawdown of -69.14%. Use the drawdown chart below to compare losses from any high point for WFSPX and APGYX. For additional features, visit the drawdowns tool.

The current volatility for iShares S&P 500 Index Fund (WFSPX) is 5.47%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 6.15%. 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.