PortfoliosLab logoPortfoliosLab logo
ACGR vs. ACSI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACGR vs. ACSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Large Cap Growth ETF (ACGR) and American Customer Satisfaction ETF (ACSI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ACGR achieves a 7.39% return, which is significantly lower than ACSI's 9.66% return.


ACGR

1D
-1.23%
1M
6.10%
YTD
7.39%
6M
6.90%
1Y
24.19%
3Y*
21.44%
5Y*
15.06%
10Y*

ACSI

1D
-0.92%
1M
5.55%
YTD
9.66%
6M
9.77%
1Y
18.71%
3Y*
18.51%
5Y*
9.12%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACGR vs. ACSI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ACGR
American Century Large Cap Growth ETF
7.39%14.50%26.66%43.24%-30.13%39.24%11.27%
ACSI
American Customer Satisfaction ETF
9.66%10.70%22.51%21.06%-20.93%23.33%20.08%

Correlation

The correlation between ACGR and ACSI is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.64

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Jan 22, 2020

0.69

The correlation between ACGR and ACSI shifts across timeframes, from 0.64 (1 year) to 0.82 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ACGR vs. ACSI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACGR
ACGR Risk / Return Rank: 4040
Overall Rank
ACGR Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
ACGR Sortino Ratio Rank: 4444
Sortino Ratio Rank
ACGR Omega Ratio Rank: 4343
Omega Ratio Rank
ACGR Calmar Ratio Rank: 3232
Calmar Ratio Rank
ACGR Martin Ratio Rank: 3434
Martin Ratio Rank

ACSI
ACSI Risk / Return Rank: 4848
Overall Rank
ACSI Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 4646
Sortino Ratio Rank
ACSI Omega Ratio Rank: 4444
Omega Ratio Rank
ACSI Calmar Ratio Rank: 4949
Calmar Ratio Rank
ACSI Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACGR vs. ACSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Large Cap Growth ETF (ACGR) and American Customer Satisfaction ETF (ACSI). 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.


ACGRACSIDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

1.27

1.29

-0.02

Calmar ratioReturn relative to maximum drawdown

1.53

2.42

-0.89

Martin ratioReturn relative to average drawdown

5.20

9.45

-4.25

ACGR vs. ACSI - Sharpe Ratio Comparison

The current ACGR Sharpe Ratio is 1.57, which is comparable to the ACSI Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of ACGR and ACSI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


ACGRACSIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.57

1.63

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.55

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.75

-0.05

Drawdowns

ACGR vs. ACSI - Drawdown Comparison

The maximum ACGR drawdown since its inception was -34.54%, roughly equal to the maximum ACSI drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for ACGR and ACSI.


Loading charts...

Drawdown Indicators


ACGRACSIDifference

Max Drawdown

Largest peak-to-trough decline

-34.54%

-34.49%

-0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-15.84%

-7.76%

-8.08%

Max Drawdown (3Y)

Largest decline over 3 years

-24.58%

-15.27%

-9.31%

Max Drawdown (5Y)

Largest decline over 5 years

-34.54%

-24.86%

-9.68%

Current Drawdown

Current decline from peak

-1.68%

-2.38%

+0.70%

Average Drawdown

Average peak-to-trough decline

-8.50%

-5.39%

-3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.66%

1.98%

+2.68%

Volatility

ACGR vs. ACSI - Volatility Comparison

The current volatility for American Century Large Cap Growth ETF (ACGR) is 3.65%, while American Customer Satisfaction ETF (ACSI) has a volatility of 4.16%. This indicates that ACGR experiences smaller price fluctuations and is considered to be less risky than ACSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ACGRACSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.65%

4.16%

-0.51%

Volatility (6M)

Calculated over the trailing 6-month period

11.95%

8.88%

+3.07%

Volatility (1Y)

Calculated over the trailing 1-year period

15.49%

11.56%

+3.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.51%

16.66%

+4.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.42%

17.43%

+3.99%

ACGR vs. ACSI - Expense Ratio Comparison

ACGR has a 0.39% expense ratio, which is lower than ACSI's 0.66% expense ratio.


Dividends

ACGR vs. ACSI - Dividend Comparison

ACGR's dividend yield for the trailing twelve months is around 0.09%, less than ACSI's 0.83% yield.


PositionTTM2025202420232022202120202019201820172016
ACGR
American Century Large Cap Growth ETF
0.09%0.11%0.23%0.37%0.48%0.58%1.44%0.00%0.00%0.00%0.00%
ACSI
American Customer Satisfaction ETF
0.83%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%

Frequently Asked Questions


ACGR and ACSI have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACSI has higher volatility (4.16%) compared to ACGR (3.65%). In terms of maximum drawdown, ACGR dropped -34.54% vs ACSI's -34.49%.

On 5-year performance, ACGR leads with 15.06% vs 9.12% for ACSI. On fees, ACGR is cheaper at 0.39% per year. On volatility, ACGR has been the lower-risk option at 3.65%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ACGR has performed better with a 15.06% return vs 9.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ACGR is cheaper with a 0.39% expense ratio, compared with 0.66% for ACSI.

ACSI has the higher dividend yield at 0.83%, compared with 0.09% for ACGR.

ACGR tracks Russell 1000 Growth Index, while ACSI tracks American Customer Satisfaction Investable Index. They also come from different issuers: American Century and Exponential ETFs. Their fees differ too: 0.39% for ACGR and 0.66% for ACSI.

ACSI currently has the higher Sharpe Ratio (1.63 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ACGR and ACSI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer