ADSIX vs. IWF
ADSIX (American Century Disciplined Growth Fund) and IWF (iShares Russell 1000 Growth ETF) are both Large Cap Growth Equities funds. Over the past 10 years, ADSIX returned 15.82%/yr vs 18.46%/yr for IWF. With a 0.98 correlation, they move nearly in lockstep. ADSIX charges 0.99%/yr vs 0.18%/yr for IWF.
Performance
ADSIX vs. IWF - Performance Comparison
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Returns By Period
In the year-to-date period, ADSIX achieves a 3.35% return, which is significantly higher than IWF's 3.08% return. Over the past 10 years, ADSIX has underperformed IWF with an annualized return of 15.82%, while IWF has yielded a comparatively higher 18.46% annualized return.
ADSIX
- 1D
- 1.19%
- 1M
- -1.16%
- YTD
- 3.35%
- 6M
- 2.59%
- 1Y
- 21.06%
- 3Y*
- 21.58%
- 5Y*
- 12.69%
- 10Y*
- 15.82%
IWF
- 1D
- -1.16%
- 1M
- -2.51%
- YTD
- 3.08%
- 6M
- 2.43%
- 1Y
- 21.25%
- 3Y*
- 22.44%
- 5Y*
- 13.42%
- 10Y*
- 18.46%
ADSIX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 3.35% | 17.24% | 31.19% | 43.07% | -31.44% | 24.46% | 33.28% | 30.00% | -5.57% | 26.05% |
IWF iShares Russell 1000 Growth ETF | 3.08% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Correlation
The correlation between ADSIX and IWF is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2005 | 0.98 |
The correlation between ADSIX and IWF has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
ADSIX vs. IWF — Risk / Return Rank
ADSIX
IWF
ADSIX vs. IWF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Growth Fund (ADSIX) and iShares Russell 1000 Growth ETF (IWF). 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.
| ADSIX | IWF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.31 | -0.10 |
| Martin ratioReturn relative to average drawdown | 3.78 | 4.28 | -0.50 |
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Drawdowns
ADSIX vs. IWF - Drawdown Comparison
The maximum ADSIX drawdown since its inception was -53.04%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for ADSIX and IWF.
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Drawdown Indicators
| ADSIX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.04% | -64.25% | +11.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -16.27% | -0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -24.11% | -23.36% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -34.49% | -32.72% | -1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -34.49% | -32.72% | -1.77% |
Current DrawdownCurrent decline from peak | -4.57% | -5.36% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -22.05% | +13.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 4.97% | +0.41% |
Volatility
ADSIX vs. IWF - Volatility Comparison
American Century Disciplined Growth Fund (ADSIX) and iShares Russell 1000 Growth ETF (IWF) have volatilities of 6.06% and 5.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADSIX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.06% | 5.89% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 12.60% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.23% | 16.19% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.50% | 21.51% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.16% | 21.04% | +0.12% |
ADSIX vs. IWF - Expense Ratio Comparison
ADSIX has a 0.99% expense ratio, which is higher than IWF's 0.18% expense ratio.
Dividends
ADSIX vs. IWF - Dividend Comparison
ADSIX's dividend yield for the trailing twelve months is around 13.16%, more than IWF's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 13.16% | 13.61% | 43.82% | 0.04% | 0.00% | 21.63% | 19.18% | 9.12% | 18.62% | 9.40% | 0.62% | 1.76% |
IWF iShares Russell 1000 Growth ETF | 0.35% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Frequently Asked Questions
With a correlation of 0.99, ADSIX and IWF move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ADSIX has higher volatility (6.06%) compared to IWF (5.89%). In terms of maximum drawdown, ADSIX dropped -53.04% vs IWF's -64.25%.
IWF currently has the higher Sharpe Ratio (1.32 vs 1.26), 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.
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