Skip to main content

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

Tax Rate On Dividends: %
Start Date:
End Date:

Run 100 Times

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

Comments

Post a Comment

Popular posts from this blog

Which is better? BND or AGG?

The US 10-year treasury yield has reached at 2007-2008 years level, which is about 16 years ago. From a technical point of view, it is a buy. Then there are 2 bond ETFs that I am interested in. There are BND and AGG. They are very similar in nature. US 10 year Treasury Bond, chart, prices - FT.com Expense Ratio BND: 0.03% AGG: 0.03% The same. Turnover Rate BND: 40.00% AGG: 104.0% BNG seems better. Historical Performance Comparison Investment duration: 5 years with no tax on dividends BND wins a little with winning rate of 57.5%, but AGG wins 0.012% in return. Investment duration: 5 years with 30% tax on dividends AGG wins a little with winning rate of 65% and a 0.079% difference on average. Investment duration: 10 years with no tax on dividends AGG wins a little with winning rate of 67% and a 0.024% difference on average. Investment duration: 10 years with 30%  tax on dividends AGG wins a little with winning rate of 99% and a 0.095% difference on average. C...
Post a Comment
Read more