ACIIX vs. VOO
Compare and contrast key facts about American Century Equity Income Fund Class I (ACIIX) and Vanguard S&P 500 ETF (VOO).
ACIIX is managed by American Century. It was launched on Jul 8, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
ACIIX vs. VOO - Performance Comparison
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ACIIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, ACIIX achieves a 2.73% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, ACIIX has underperformed VOO with an annualized return of 8.89%, while VOO has yielded a comparatively higher 14.05% annualized return.
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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ACIIX vs. VOO - Expense Ratio Comparison
ACIIX has a 0.72% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
ACIIX vs. VOO — Risk / Return Rank
ACIIX
VOO
ACIIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund Class I (ACIIX) and Vanguard S&P 500 ETF (VOO). 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.
| ACIIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.98 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.50 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.53 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.37 | 7.29 | -2.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACIIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.98 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.70 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.78 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.83 | -0.30 |
Correlation
The correlation between ACIIX and VOO is 0.85, 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.
Dividends
ACIIX vs. VOO - Dividend Comparison
ACIIX's dividend yield for the trailing twelve months is around 10.28%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
ACIIX vs. VOO - Drawdown Comparison
The maximum ACIIX drawdown since its inception was -39.16%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ACIIX and VOO.
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Drawdown Indicators
| ACIIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -33.99% | -5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.96% | -11.98% | +3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -13.49% | -24.52% | +11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -33.99% | +1.23% |
Current DrawdownCurrent decline from peak | -5.73% | -6.29% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -3.72% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.52% | -0.22% |
Volatility
ACIIX vs. VOO - Volatility Comparison
The current volatility for American Century Equity Income Fund Class I (ACIIX) is 2.76%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that ACIIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACIIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.76% | 5.29% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 9.44% | -3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.61% | 18.10% | -6.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.74% | 16.82% | -6.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.37% | 17.99% | -4.62% |