ANOIX vs. IWF
ANOIX (American Century Small Cap Growth Fund) and IWF (iShares Russell 1000 Growth ETF) are both funds - ANOIX is a Small Cap Growth Equities fund managed by American Century, while IWF is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index. Over the past 10 years, ANOIX returned 13.46%/yr vs 17.29%/yr for IWF. Their correlation of 0.81 means they have usually moved in the same direction. ANOIX charges 1.17%/yr vs 0.18%/yr for IWF.
Performance
ANOIX vs. IWF - Performance Comparison
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Returns By Period
In the year-to-date period, ANOIX achieves a 15.19% return, which is significantly higher than IWF's 0.17% return. Over the past 10 years, ANOIX has underperformed IWF with an annualized return of 13.46%, while IWF has yielded a comparatively higher 17.29% annualized return.
ANOIX
- 1D
- 2.29%
- 1M
- -2.68%
- 6M
- 14.25%
- YTD
- 15.19%
- 1Y
- 24.22%
- 3Y*
- 13.36%
- 5Y*
- 4.88%
- 10Y*
- 13.46%
- ALL TIME*
- 10.02%
IWF
- 1D
- 0.76%
- 1M
- -2.34%
- 6M
- 1.75%
- YTD
- 0.17%
- 1Y
- 9.98%
- 3Y*
- 19.16%
- 5Y*
- 11.67%
- 10Y*
- 17.29%
- ALL TIME*
- 8.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $564.99M | $548.76M | $643.45M |
ANOIX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 15.19% | 9.00% | 14.90% | 17.13% | -26.41% | 7.80% | 51.07% | 36.75% | -4.84% | 25.83% |
IWF iShares Russell 1000 Growth ETF | 0.17% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Correlation
The correlation between ANOIX and IWF is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since May 31, 2001 | 0.81 |
The correlation between ANOIX and IWF shifts across timeframes, from 0.68 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ANOIX vs. IWF — Risk / Return Rank
ANOIX
IWF
ANOIX vs. IWF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) 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.
| ANOIX | IWF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.09 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 0.49 | +1.17 |
| Martin ratioReturn relative to average drawdown | 5.98 | 1.45 | +4.54 |
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Drawdowns
ANOIX vs. IWF - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.47%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for ANOIX and IWF.
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Drawdown Indicators
| ANOIX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.47% | -64.25% | +4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.49% | -16.27% | +3.78% |
Max Drawdown (3Y)Largest decline over 3 years | -25.57% | -23.36% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -37.15% | -32.72% | -4.43% |
Max Drawdown (10Y)Largest decline over 10 years | -39.07% | -32.72% | -6.35% |
Current DrawdownCurrent decline from peak | -4.54% | -8.03% | +3.49% |
Average DrawdownAverage peak-to-trough decline | -11.93% | -21.98% | +10.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 5.45% | -1.99% |
Volatility
ANOIX vs. IWF - Volatility Comparison
The current volatility for American Century Small Cap Growth Fund (ANOIX) is 5.37%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 6.50%. This indicates that ANOIX experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANOIX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 6.50% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 16.39% | 14.05% | +2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.00% | 17.49% | +3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.09% | 21.70% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.31% | 21.10% | +2.21% |
ANOIX vs. IWF - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than IWF's 0.18% expense ratio.
Dividends
ANOIX vs. IWF - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 6.60%, more than IWF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 6.60% | 7.60% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.36% | 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
ANOIX and IWF have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IWF has higher volatility (6.50%) compared to ANOIX (5.37%). In terms of maximum drawdown, ANOIX dropped -59.47% vs IWF's -64.25%.
ANOIX currently has the higher Sharpe Ratio (0.98 vs 0.45), 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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