ALVIX vs. VTV

In the year-to-date period, ALVIX achieves a 3.18% return, which is significantly higher than VTV's 1.83% return. Over the past 10 years, ALVIX has underperformed VTV with an annualized return of 7.80%, while VTV has yielded a comparatively higher 9.97% annualized return.

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ALVIX has a 0.83% expense ratio, which is higher than VTV's 0.04% expense ratio.

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.

The current ALVIX Sharpe Ratio is 0.71, which is comparable to the VTV Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of ALVIX and VTV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ALVIX's dividend yield for the trailing twelve months is around 9.38%, more than VTV's 2.29% yield.

The maximum ALVIX drawdown since its inception was -59.64%, 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.

American Century Investments Focused Large Cap Value Fund (ALVIX) and Vanguard Value ETF (VTV) have volatilities of 4.28% and 4.23%, 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.