WFSPX vs. APGYX
Compare and contrast key facts about iShares S&P 500 Index Fund (WFSPX) and AB Large Cap Growth Fund Advisor Class (APGYX).
WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993. APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996.
Performance
WFSPX vs. APGYX - Performance Comparison
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WFSPX vs. APGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | -4.63% | 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 | -9.68% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
Returns By Period
In the year-to-date period, WFSPX achieves a -4.63% return, which is significantly higher than APGYX's -9.68% return. Over the past 10 years, WFSPX has underperformed APGYX with an annualized return of 13.92%, while APGYX has yielded a comparatively higher 14.84% annualized return.
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
APGYX
- 1D
- 3.55%
- 1M
- -6.62%
- YTD
- -9.68%
- 6M
- -9.65%
- 1Y
- 10.94%
- 3Y*
- 15.73%
- 5Y*
- 9.13%
- 10Y*
- 14.84%
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WFSPX vs. APGYX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than APGYX's 0.59% expense ratio.
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 (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.
| WFSPX | APGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.58 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.99 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.77 | +0.72 |
Martin ratioReturn relative to average drawdown | 7.15 | 2.95 | +4.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WFSPX | APGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.58 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.45 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.76 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.46 | -0.34 |
Correlation
The correlation between WFSPX and APGYX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WFSPX vs. APGYX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 1.54%, less than APGYX's 10.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
APGYX AB Large Cap Growth Fund Advisor Class | 10.80% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
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 | -12.11% | -15.24% | +3.13% |
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 | -6.51% | -12.23% | +5.72% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -21.11% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.98% | -1.45% |
Volatility
WFSPX vs. APGYX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund (WFSPX) is 5.17%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 6.50%. 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 | 5.17% | 6.50% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 11.38% | -1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 20.19% | -1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 20.18% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 19.64% | -1.64% |