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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.

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Returns By Period

In the year-to-date period, ACGR achieves a 4.58% return, which is significantly lower than ACSI's 15.80% return.


ACGR

1D
1.91%
1M
1.45%
6M
6.26%
YTD
4.58%
1Y
13.92%
3Y*
18.71%
5Y*
10.88%
10Y*
ALL TIME*
13.99%

ACSI

1D
1.43%
1M
3.09%
6M
14.08%
YTD
15.80%
1Y
23.91%
3Y*
18.93%
5Y*
9.66%
10Y*
ALL TIME*
13.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$37.93K$20.75K$25.60K
$12.55K$23.38K$20.10K

ACGR vs. ACSI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ACGR
American Century Large Cap Growth ETF
4.58%14.50%26.66%43.24%-30.13%39.24%11.27%
ACSI
American Customer Satisfaction ETF
15.80%10.70%22.51%21.06%-20.93%23.33%19.85%

Correlation

The correlation between ACGR and ACSI is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.61

Correlation (3Y)
Balances recent behavior with more history.

0.72

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.82

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2020

0.69

The correlation between ACGR and ACSI shifts across timeframes, from 0.61 (1 year) to 0.81 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

ACGR vs. ACSI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ACGR
ACGR Risk / Return Rank: 2929
Overall Rank
ACGR Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
ACGR Sortino Ratio Rank: 3030
Sortino Ratio Rank
ACGR Omega Ratio Rank: 2929
Omega Ratio Rank
ACGR Calmar Ratio Rank: 2727
Calmar Ratio Rank
ACGR Martin Ratio Rank: 2929
Martin Ratio Rank

ACSI
ACSI Risk / Return Rank: 8282
Overall Rank
ACSI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 8383
Sortino Ratio Rank
ACSI Omega Ratio Rank: 8181
Omega Ratio Rank
ACSI Calmar Ratio Rank: 8181
Calmar Ratio Rank
ACSI Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ACGRACSIDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-1.62

Omega ratioGain probability vs. loss probability

1.15

1.35

-0.21

Calmar ratioReturn relative to maximum drawdown

0.88

3.09

-2.21

Martin ratioReturn relative to average drawdown

2.66

11.86

-9.20

ACGR vs. ACSI - Sharpe Ratio Comparison

The current ACGR Sharpe Ratio is 0.82, which is lower than the ACSI Sharpe Ratio of 2.03. 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.


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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.


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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

-4.25%

0.00%

-4.25%

Average Drawdown

Average peak-to-trough decline

-8.42%

-5.32%

-3.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.25%

2.02%

+3.23%

Volatility

ACGR vs. ACSI - Volatility Comparison

American Century Large Cap Growth ETF (ACGR) has a higher volatility of 6.06% compared to American Customer Satisfaction ETF (ACSI) at 3.74%. This indicates that ACGR's price experiences larger fluctuations and is considered to be riskier than ACSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACGRACSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.06%

3.74%

+2.32%

Volatility (6M)

Calculated over the trailing 6-month period

13.72%

9.51%

+4.21%

Volatility (1Y)

Calculated over the trailing 1-year period

17.19%

11.86%

+5.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.57%

16.67%

+4.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.41%

17.35%

+4.06%

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 0.12%, less than ACSI's 0.79% yield.


PositionTTM2025202420232022202120202019201820172016
ACGR
American Century Large Cap Growth ETF
0.12%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
0.79%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 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACGR has higher volatility (6.06%) compared to ACSI (3.74%). In terms of maximum drawdown, ACGR dropped -34.54% vs ACSI's -34.49%.

On 5-year performance, ACGR leads with 10.88% vs 9.66% for ACSI. On fees, ACGR is cheaper at 0.39% per year. On volatility, ACSI has been the lower-risk option at 3.74%. 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 10.88% return vs 9.66%. 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 0.79%, compared with 0.12% 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 (2.03 vs 0.81), 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

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