ANOIX vs. SCHG
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
ANOIX is managed by American Century Investments. It was launched on Jun 1, 2001. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANOIX or SCHG.
Correlation
The correlation between ANOIX and SCHG is 0.84, 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. SCHG - Performance Comparison
Key characteristics
ANOIX:
0.25
SCHG:
0.52
ANOIX:
0.47
SCHG:
0.87
ANOIX:
1.06
SCHG:
1.12
ANOIX:
0.19
SCHG:
0.54
ANOIX:
0.65
SCHG:
1.81
ANOIX:
7.78%
SCHG:
6.97%
ANOIX:
23.90%
SCHG:
24.88%
ANOIX:
-59.47%
SCHG:
-34.59%
ANOIX:
-13.13%
SCHG:
-10.56%
Returns By Period
In the year-to-date period, ANOIX achieves a -5.23% return, which is significantly higher than SCHG's -6.61% return. Over the past 10 years, ANOIX has underperformed SCHG with an annualized return of 9.63%, while SCHG has yielded a comparatively higher 15.30% annualized return.
ANOIX
-5.23%
17.94%
-9.52%
5.94%
9.70%
9.63%
SCHG
-6.61%
16.75%
-5.66%
12.85%
17.95%
15.30%
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ANOIX vs. SCHG - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
ANOIX vs. SCHG — Risk-Adjusted Performance Rank
ANOIX
SCHG
ANOIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 0.11%, less than SCHG's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 0.11% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.44% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
ANOIX vs. SCHG - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.47%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for ANOIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
ANOIX vs. SCHG - Volatility Comparison
The current volatility for American Century Small Cap Growth Fund (ANOIX) is 11.58%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 13.51%. This indicates that ANOIX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.