ANOIX vs. IWF
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and iShares Russell 1000 Growth ETF (IWF).
ANOIX is managed by American Century Investments. It was launched on Jun 1, 2001. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANOIX or IWF.
Correlation
The correlation between ANOIX and IWF is 0.82, 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
ANOIX vs. IWF - Performance Comparison
Key characteristics
ANOIX:
1.09
IWF:
1.73
ANOIX:
1.58
IWF:
2.28
ANOIX:
1.19
IWF:
1.31
ANOIX:
0.55
IWF:
2.28
ANOIX:
5.45
IWF:
8.70
ANOIX:
3.70%
IWF:
3.47%
ANOIX:
18.53%
IWF:
17.51%
ANOIX:
-59.83%
IWF:
-64.18%
ANOIX:
-23.30%
IWF:
-5.55%
Returns By Period
In the year-to-date period, ANOIX achieves a 2.33% return, which is significantly higher than IWF's -1.56% return. Over the past 10 years, ANOIX has underperformed IWF with an annualized return of 5.26%, while IWF has yielded a comparatively higher 16.61% annualized return.
ANOIX
2.33%
-1.47%
2.39%
20.29%
2.93%
5.26%
IWF
-1.56%
-4.43%
4.99%
30.02%
17.44%
16.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ANOIX vs. IWF - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than IWF's 0.19% expense ratio.
Risk-Adjusted Performance
ANOIX vs. IWF — Risk-Adjusted Performance Rank
ANOIX
IWF
ANOIX vs. IWF - Risk-Adjusted Performance 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.
Dividends
ANOIX vs. IWF - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 0.10%, less than IWF's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 0.10% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.47% | 0.46% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% |
Drawdowns
ANOIX vs. IWF - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.83%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for ANOIX and IWF. For additional features, visit the drawdowns tool.
Volatility
ANOIX vs. IWF - Volatility Comparison
American Century Small Cap Growth Fund (ANOIX) and iShares Russell 1000 Growth ETF (IWF) have volatilities of 5.84% and 5.76%, 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.