ANOIX vs. VOO
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and Vanguard S&P 500 ETF (VOO).
ANOIX is managed by American Century Investments. It was launched on Jun 1, 2001. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANOIX or VOO.
Key characteristics
| ANOIX | VOO | |
|---|---|---|
| YTD Return | -0.21% | 6.68% |
| 1Y Return | 9.65% | 26.39% |
| 3Y Return (Ann) | -4.95% | 8.30% |
| 5Y Return (Ann) | 9.17% | 13.39% |
| 10Y Return (Ann) | 10.70% | 12.59% |
| Sharpe Ratio | 0.53 | 2.06 |
| Daily Std Dev | 17.11% | 11.84% |
| Max Drawdown | -59.46% | -33.99% |
| Current Drawdown | -25.21% | -3.50% |
Correlation
The correlation between ANOIX and VOO 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. VOO - Performance Comparison
In the year-to-date period, ANOIX achieves a -0.21% return, which is significantly lower than VOO's 6.68% return. Over the past 10 years, ANOIX has underperformed VOO with an annualized return of 10.70%, while VOO has yielded a comparatively higher 12.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ANOIX vs. VOO - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ANOIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
ANOIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ANOIX vs. VOO - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.46%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ANOIX and VOO. For additional features, visit the drawdowns tool.
Volatility
ANOIX vs. VOO - Volatility Comparison
American Century Small Cap Growth Fund (ANOIX) has a higher volatility of 5.37% compared to Vanguard S&P 500 ETF (VOO) at 3.55%. This indicates that ANOIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.