ANOIX vs. IWM
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and iShares Russell 2000 ETF (IWM).
ANOIX is managed by American Century. It was launched on Jun 1, 2001. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Performance
ANOIX vs. IWM - Performance Comparison
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ANOIX vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | -7.41% | 9.00% | 14.90% | 17.13% | -26.41% | 7.80% | 51.07% | 36.75% | -4.84% | 25.83% |
IWM iShares Russell 2000 ETF | 0.93% | 12.66% | 11.38% | 16.83% | -20.48% | 14.54% | 20.03% | 25.39% | -11.12% | 14.58% |
Returns By Period
In the year-to-date period, ANOIX achieves a -7.41% return, which is significantly lower than IWM's 0.93% return. Over the past 10 years, ANOIX has outperformed IWM with an annualized return of 12.19%, while IWM has yielded a comparatively lower 9.76% annualized return.
ANOIX
- 1D
- -1.85%
- 1M
- -10.22%
- YTD
- -7.41%
- 6M
- -5.44%
- 1Y
- 10.06%
- 3Y*
- 7.95%
- 5Y*
- 1.17%
- 10Y*
- 12.19%
IWM
- 1D
- 3.50%
- 1M
- -4.96%
- YTD
- 0.93%
- 6M
- 3.02%
- 1Y
- 25.66%
- 3Y*
- 12.94%
- 5Y*
- 3.34%
- 10Y*
- 9.76%
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ANOIX vs. IWM - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than IWM's 0.19% expense ratio.
Return for Risk
ANOIX vs. IWM — Risk / Return Rank
ANOIX
IWM
ANOIX vs. IWM - 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 2000 ETF (IWM). 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.
| ANOIX | IWM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.11 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.66 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.82 | -1.34 |
Martin ratioReturn relative to average drawdown | 1.82 | 6.76 | -4.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANOIX | IWM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.11 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.15 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.43 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.34 | +0.05 |
Correlation
The correlation between ANOIX and IWM is 0.93, 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.
Dividends
ANOIX vs. IWM - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 8.21%, more than IWM's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 8.21% | 7.60% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.02% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Drawdowns
ANOIX vs. IWM - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.47%, roughly equal to the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for ANOIX and IWM.
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Drawdown Indicators
| ANOIX | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.47% | -59.05% | -0.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -13.74% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -37.15% | -31.91% | -5.24% |
Max Drawdown (10Y)Largest decline over 10 years | -39.07% | -41.13% | +2.06% |
Current DrawdownCurrent decline from peak | -12.49% | -7.91% | -4.58% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -10.83% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.70% | -0.02% |
Volatility
ANOIX vs. IWM - Volatility Comparison
American Century Small Cap Growth Fund (ANOIX) and iShares Russell 2000 ETF (IWM) have volatilities of 7.62% and 7.47%, 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.
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Volatility by Period
| ANOIX | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 7.47% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 14.47% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.55% | 23.18% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.79% | 22.55% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.19% | 22.99% | +0.20% |