Correlation
The correlation between ALVIX and VOO is 0.86, 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.
ALVIX vs. VOO
Compare and contrast key facts about American Century Investments Focused Large Cap Value Fund (ALVIX) and Vanguard S&P 500 ETF (VOO).
ALVIX is managed by American Century Investments. It was launched on Jul 30, 1999. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALVIX or VOO.
Performance
ALVIX vs. VOO - Performance Comparison
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Key characteristics
ALVIX:
0.71
VOO:
0.74
ALVIX:
1.01
VOO:
1.04
ALVIX:
1.14
VOO:
1.15
ALVIX:
0.82
VOO:
0.68
ALVIX:
2.97
VOO:
2.58
ALVIX:
3.20%
VOO:
4.93%
ALVIX:
14.16%
VOO:
19.54%
ALVIX:
-59.64%
VOO:
-33.99%
ALVIX:
-3.36%
VOO:
-3.55%
Returns By Period
In the year-to-date period, ALVIX achieves a 3.18% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, ALVIX has underperformed VOO with an annualized return of 7.80%, while VOO has yielded a comparatively higher 12.81% annualized return.
ALVIX
3.18%
2.89%
-3.18%
8.27%
7.07%
11.79%
7.80%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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ALVIX vs. VOO - Expense Ratio Comparison
ALVIX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ALVIX vs. VOO — Risk-Adjusted Performance Rank
ALVIX
VOO
ALVIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Large Cap Value Fund (ALVIX) 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.
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Dividends
ALVIX vs. VOO - Dividend Comparison
ALVIX's dividend yield for the trailing twelve months is around 9.38%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALVIX American Century Investments Focused Large Cap Value Fund | 9.38% | 9.67% | 3.63% | 12.49% | 20.51% | 2.21% | 2.46% | 7.25% | 5.49% | 1.78% | 1.33% | 1.33% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ALVIX vs. VOO - Drawdown Comparison
The maximum ALVIX drawdown since its inception was -59.64%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ALVIX and VOO.
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Volatility
ALVIX vs. VOO - Volatility Comparison
The current volatility for American Century Investments Focused Large Cap Value Fund (ALVIX) is 4.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that ALVIX 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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