ALVIX vs. VTV
Compare and contrast key facts about American Century Investments Focused Large Cap Value Fund (ALVIX) and Vanguard Value ETF (VTV).
ALVIX is managed by American Century Investments. It was launched on Jul 30, 1999. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALVIX or VTV.
Correlation
The correlation between ALVIX and VTV is 0.96, 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. VTV - Performance Comparison
Key characteristics
ALVIX:
0.64
VTV:
1.90
ALVIX:
0.84
VTV:
2.70
ALVIX:
1.14
VTV:
1.34
ALVIX:
0.43
VTV:
2.69
ALVIX:
1.69
VTV:
8.15
ALVIX:
4.67%
VTV:
2.46%
ALVIX:
12.37%
VTV:
10.57%
ALVIX:
-61.45%
VTV:
-59.27%
ALVIX:
-12.01%
VTV:
-1.91%
Returns By Period
The year-to-date returns for both stocks are quite close, with ALVIX having a 4.78% return and VTV slightly lower at 4.77%. Over the past 10 years, ALVIX has underperformed VTV with an annualized return of 3.23%, while VTV has yielded a comparatively higher 10.39% annualized return.
ALVIX
4.78%
3.64%
-2.45%
6.50%
0.88%
3.23%
VTV
4.77%
2.85%
6.95%
17.94%
10.81%
10.39%
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ALVIX vs. VTV - Expense Ratio Comparison
ALVIX has a 0.83% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
ALVIX vs. VTV — Risk-Adjusted Performance Rank
ALVIX
VTV
ALVIX vs. VTV - 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 Value ETF (VTV). 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. VTV - Dividend Comparison
ALVIX's dividend yield for the trailing twelve months is around 1.95%, less than VTV's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALVIX American Century Investments Focused Large Cap Value Fund | 1.95% | 2.04% | 1.89% | 1.85% | 1.90% | 1.65% | 1.68% | 2.76% | 1.77% | 1.78% | 1.33% | 1.33% |
VTV Vanguard Value ETF | 2.21% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
ALVIX vs. VTV - Drawdown Comparison
The maximum ALVIX drawdown since its inception was -61.45%, roughly equal to the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for ALVIX and VTV. For additional features, visit the drawdowns tool.
Volatility
ALVIX vs. VTV - Volatility Comparison
American Century Investments Focused Large Cap Value Fund (ALVIX) has a higher volatility of 3.11% compared to Vanguard Value ETF (VTV) at 2.78%. This indicates that ALVIX's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.