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Performance Comparison Between IWF And AB - American Growth Portfolio A Acc

AB - American Growth Portfolio A Acc has a good performance. For many periods of times, it even beats the S&P 500 Index. But the fund actually tracks the Russell 1000 Growth Index, so it may not be fair to compare AB - American Growth Portfolio A Acc to the S&P 500 Index funds such as IVV, SPY or VOO.

A little more information about AB - American Growth Portfolio A Acc

  • Inception date:1997/01/06.
  • ISIN:LU0079474960.
  • Expense Ratio:1.74%.

Is it worth investing?

In order to find out whether AB - American Growth Portfolio is worth investing, I want to know if it can beat the index,  Russell 1000 Growth Index.

Since one the available ETFs that tracks the same index is iShares Russell 1000 Growth ETF, I will comapre the two.

Expense Ratio Comparison

iShares Russell 1000 Growth ETF has an expense ratio of 0.19%. Vanguard Russell 1000 Growth Index Fund's expense ratio has a even lower expense ratio of 0.07%.

Performance Comparison between AB - American Growth Portfolio A Acc with IWF

Comparison date:2022/4/22

  • American Growth Portfolio 1 month performance is -3.19%.
  • IWF 1 month performance is -2.49%.
  • American Growth Portfolio 3 month performance is -1.35%.
  • IWF 3 month performance is -3.68%.
  • American Growth Portfolio 1 year performance is 3.29%.
  • IWF 1 year performance is 3.23%.
  • American Growth Portfolio 3 year performance is 16.23%.
  • IWF 3 year performance is 20.25%.
  • American Growth Portfolio 5 year performance is 16.55%.
  • IWF 5 year performance is 19.42%.
IWF has better performance 3 out of 5 times in the above comparisons.

Performace Comparison App

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Run 100 Times

No. AB Wins IWF(%) AB(%) Diff.(%)
Average 0 0 0 0
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