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 Investments. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANOIX or IWM.
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.
Performance
ANOIX vs. IWM - Performance Comparison
Key characteristics
ANOIX:
1.09
IWM:
0.72
ANOIX:
1.58
IWM:
1.14
ANOIX:
1.19
IWM:
1.14
ANOIX:
0.55
IWM:
0.77
ANOIX:
5.45
IWM:
3.61
ANOIX:
3.70%
IWM:
4.11%
ANOIX:
18.53%
IWM:
20.72%
ANOIX:
-59.83%
IWM:
-59.05%
ANOIX:
-23.30%
IWM:
-9.09%
Returns By Period
In the year-to-date period, ANOIX achieves a 2.33% return, which is significantly higher than IWM's -0.56% return. Over the past 10 years, ANOIX has underperformed IWM with an annualized return of 5.26%, while IWM has yielded a comparatively higher 7.98% annualized return.
ANOIX
2.33%
-1.47%
2.39%
20.29%
2.93%
5.26%
IWM
-0.56%
-5.45%
-1.55%
15.05%
6.72%
7.98%
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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.
Risk-Adjusted Performance
ANOIX vs. IWM — Risk-Adjusted Performance Rank
ANOIX
IWM
ANOIX vs. IWM - 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 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.
Dividends
ANOIX vs. IWM - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 0.10%, less than IWM's 1.15% 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% |
IWM iShares Russell 2000 ETF | 1.15% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
ANOIX vs. IWM - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.83%, 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. For additional features, visit the drawdowns tool.
Volatility
ANOIX vs. IWM - Volatility Comparison
The current volatility for American Century Small Cap Growth Fund (ANOIX) is 5.84%, while iShares Russell 2000 ETF (IWM) has a volatility of 6.20%. This indicates that ANOIX experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.