WPSGX vs. SWLGX
Compare and contrast key facts about AB Concentrated Growth Fund (WPSGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
WPSGX is managed by AllianceBernstein. It was launched on Feb 28, 1994. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
WPSGX vs. SWLGX - Performance Comparison
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WPSGX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPSGX AB Concentrated Growth Fund | -12.47% | 6.29% | 11.16% | 19.70% | -24.61% | 31.53% | 21.22% | 44.50% | 1.56% | -1.22% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
The year-to-date returns for both stocks are quite close, with WPSGX having a -12.47% return and SWLGX slightly lower at -13.06%.
WPSGX
- 1D
- 0.22%
- 1M
- -9.49%
- YTD
- -12.47%
- 6M
- -13.93%
- 1Y
- -2.88%
- 3Y*
- 5.90%
- 5Y*
- 2.91%
- 10Y*
- 11.12%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
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WPSGX vs. SWLGX - Expense Ratio Comparison
WPSGX has a 0.75% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
WPSGX vs. SWLGX — Risk / Return Rank
WPSGX
SWLGX
WPSGX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Concentrated Growth Fund (WPSGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| WPSGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.15 | 0.66 | -0.80 |
Sortino ratioReturn per unit of downside risk | -0.08 | 1.10 | -1.18 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.15 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 0.72 | -1.01 |
Martin ratioReturn relative to average drawdown | -1.04 | 2.51 | -3.55 |
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
| WPSGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.15 | 0.66 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.56 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.68 | -0.51 |
Correlation
The correlation between WPSGX and SWLGX is 0.87, 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
WPSGX vs. SWLGX - Dividend Comparison
WPSGX's dividend yield for the trailing twelve months is around 9.73%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPSGX AB Concentrated Growth Fund | 9.73% | 8.52% | 11.43% | 1.15% | 1.95% | 10.55% | 3.56% | 6.53% | 8.08% | 3.51% | 0.44% | 2.89% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
WPSGX vs. SWLGX - Drawdown Comparison
The maximum WPSGX drawdown since its inception was -90.28%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for WPSGX and SWLGX.
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Drawdown Indicators
| WPSGX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.28% | -32.69% | -57.59% |
Max Drawdown (1Y)Largest decline over 1 year | -15.52% | -16.16% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -32.60% | -32.69% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | — | — |
Current DrawdownCurrent decline from peak | -15.34% | -16.16% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -36.86% | -7.13% | -29.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 4.62% | -0.17% |
Volatility
WPSGX vs. SWLGX - Volatility Comparison
The current volatility for AB Concentrated Growth Fund (WPSGX) is 4.60%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that WPSGX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPSGX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 5.38% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 11.82% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 22.31% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.07% | 21.47% | -3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.48% | 22.78% | -3.30% |