ANOIX vs. SPY
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and SPDR S&P 500 ETF (SPY).
ANOIX is managed by American Century Investments. It was launched on Jun 1, 2001. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANOIX or SPY.
Correlation
The correlation between ANOIX and SPY is 0.83, 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. SPY - Performance Comparison
Key characteristics
ANOIX:
0.95
SPY:
1.86
ANOIX:
1.40
SPY:
2.49
ANOIX:
1.17
SPY:
1.35
ANOIX:
0.47
SPY:
2.80
ANOIX:
4.74
SPY:
11.86
ANOIX:
3.68%
SPY:
1.99%
ANOIX:
18.48%
SPY:
12.71%
ANOIX:
-59.83%
SPY:
-55.19%
ANOIX:
-24.66%
SPY:
-4.02%
Returns By Period
In the year-to-date period, ANOIX achieves a 0.51% return, which is significantly higher than SPY's -0.80% return. Over the past 10 years, ANOIX has underperformed SPY with an annualized return of 5.07%, while SPY has yielded a comparatively higher 13.17% annualized return.
ANOIX
0.51%
-3.22%
3.37%
18.15%
2.79%
5.07%
SPY
-0.80%
-3.45%
4.20%
23.53%
13.88%
13.17%
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ANOIX vs. SPY - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ANOIX vs. SPY — Risk-Adjusted Performance Rank
ANOIX
SPY
ANOIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 0.11%, less than SPY's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Century Small Cap Growth Fund | 0.11% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ANOIX vs. SPY - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.83%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ANOIX and SPY. For additional features, visit the drawdowns tool.
Volatility
ANOIX vs. SPY - Volatility Comparison
American Century Small Cap Growth Fund (ANOIX) has a higher volatility of 5.56% compared to SPDR S&P 500 ETF (SPY) at 4.70%. This indicates that ANOIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.