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.
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.
Performance
ALVIX vs. VOO - Performance Comparison
Key characteristics
ALVIX:
-0.05
VOO:
0.56
ALVIX:
0.13
VOO:
0.92
ALVIX:
1.02
VOO:
1.13
ALVIX:
0.02
VOO:
0.58
ALVIX:
0.05
VOO:
2.25
ALVIX:
6.85%
VOO:
4.83%
ALVIX:
15.74%
VOO:
19.11%
ALVIX:
-61.45%
VOO:
-33.99%
ALVIX:
-14.61%
VOO:
-7.55%
Returns By Period
In the year-to-date period, ALVIX achieves a 1.68% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, ALVIX has underperformed VOO with an annualized return of 2.87%, while VOO has yielded a comparatively higher 12.40% annualized return.
ALVIX
1.68%
7.84%
-9.02%
-0.73%
4.38%
2.87%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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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.
Dividends
ALVIX vs. VOO - Dividend Comparison
ALVIX's dividend yield for the trailing twelve months is around 1.98%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALVIX American Century Investments Focused Large Cap Value Fund | 1.98% | 2.04% | 1.89% | 1.85% | 1.90% | 1.65% | 1.68% | 2.76% | 1.77% | 1.78% | 1.33% | 1.33% |
VOO Vanguard S&P 500 ETF | 1.34% | 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 -61.45%, 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. For additional features, visit the drawdowns tool.
Volatility
ALVIX vs. VOO - Volatility Comparison
The current volatility for American Century Investments Focused Large Cap Value Fund (ALVIX) is 7.22%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. 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.