AGTHX vs. VUG
Compare and contrast key facts about American Funds The Growth Fund of America Class A (AGTHX) and Vanguard Growth ETF (VUG).
AGTHX is managed by Equity. It was launched on Dec 1, 1973. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGTHX or VUG.
Correlation
The correlation between AGTHX and VUG is 0.95, 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.
Performance
AGTHX vs. VUG - Performance Comparison
Key characteristics
AGTHX:
0.49
VUG:
0.57
AGTHX:
0.82
VUG:
0.95
AGTHX:
1.12
VUG:
1.13
AGTHX:
0.51
VUG:
0.62
AGTHX:
1.92
VUG:
2.22
AGTHX:
5.71%
VUG:
6.42%
AGTHX:
22.63%
VUG:
24.95%
AGTHX:
-65.31%
VUG:
-50.68%
AGTHX:
-11.41%
VUG:
-11.84%
Returns By Period
In the year-to-date period, AGTHX achieves a -5.51% return, which is significantly higher than VUG's -8.15% return. Over the past 10 years, AGTHX has underperformed VUG with an annualized return of 11.86%, while VUG has yielded a comparatively higher 14.23% annualized return.
AGTHX
-5.51%
-2.40%
-2.84%
11.96%
13.96%
11.86%
VUG
-8.15%
-1.58%
-3.83%
14.94%
17.28%
14.23%
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AGTHX vs. VUG - Expense Ratio Comparison
AGTHX has a 0.61% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
AGTHX vs. VUG — Risk-Adjusted Performance Rank
AGTHX
VUG
AGTHX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class A (AGTHX) and Vanguard Growth ETF (VUG). 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.
Sharpe ratio comparison
The current AGTHX Sharpe Ratio is 0.49, which is comparable to the VUG Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of AGTHX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.
Dividends
AGTHX vs. VUG - Dividend Comparison
AGTHX's dividend yield for the trailing twelve months is around 9.51%, more than VUG's 0.52% yield.
| 9.51% | 8.99% | 6.81% | 0.75% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% | 9.90% |
| 0.52% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
AGTHX vs. VUG - Drawdown Comparison
The maximum AGTHX drawdown since its inception was -65.31%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AGTHX and VUG. For additional features, visit the drawdowns tool.
Volatility
AGTHX vs. VUG - Volatility Comparison
The current volatility for American Funds The Growth Fund of America Class A (AGTHX) is 15.49%, while Vanguard Growth ETF (VUG) has a volatility of 16.77%. This indicates that AGTHX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Performance Analysis
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Disclaimer
The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.
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