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ANOIX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ANOIX and VOO 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.


-0.50.00.51.00.8

Performance

ANOIX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Small Cap Growth Fund (ANOIX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
2.39%
3.65%
ANOIX
VOO

Key characteristics

Sharpe Ratio

ANOIX:

1.09

VOO:

1.87

Sortino Ratio

ANOIX:

1.58

VOO:

2.50

Omega Ratio

ANOIX:

1.19

VOO:

1.35

Calmar Ratio

ANOIX:

0.55

VOO:

2.80

Martin Ratio

ANOIX:

5.45

VOO:

11.95

Ulcer Index

ANOIX:

3.70%

VOO:

1.98%

Daily Std Dev

ANOIX:

18.53%

VOO:

12.73%

Max Drawdown

ANOIX:

-59.83%

VOO:

-33.99%

Current Drawdown

ANOIX:

-23.30%

VOO:

-4.03%

Returns By Period

In the year-to-date period, ANOIX achieves a 2.33% return, which is significantly higher than VOO's -0.79% return. Over the past 10 years, ANOIX has underperformed VOO with an annualized return of 5.26%, while VOO has yielded a comparatively higher 13.25% annualized return.


ANOIX

YTD

2.33%

1M

-1.47%

6M

2.39%

1Y

20.29%

5Y*

2.93%

10Y*

5.26%

VOO

YTD

-0.79%

1M

-3.48%

6M

4.23%

1Y

23.66%

5Y*

13.95%

10Y*

13.25%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ANOIX vs. VOO - Expense Ratio Comparison

ANOIX has a 1.17% expense ratio, which is higher than VOO's 0.03% expense ratio.


ANOIX
American Century Small Cap Growth Fund
Expense ratio chart for ANOIX: current value at 1.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.17%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

ANOIX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANOIX
The Risk-Adjusted Performance Rank of ANOIX is 7070
Overall Rank
The Sharpe Ratio Rank of ANOIX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of ANOIX is 7474
Sortino Ratio Rank
The Omega Ratio Rank of ANOIX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of ANOIX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of ANOIX is 7474
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 8181
Overall Rank
The Sharpe Ratio Rank of VOO is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7979
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 8181
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for ANOIX, currently valued at 1.09, compared to the broader market-1.000.001.002.003.004.001.091.87
The chart of Sortino ratio for ANOIX, currently valued at 1.58, compared to the broader market-2.000.002.004.006.008.0010.001.582.50
The chart of Omega ratio for ANOIX, currently valued at 1.19, compared to the broader market0.501.001.502.002.503.003.501.191.35
The chart of Calmar ratio for ANOIX, currently valued at 0.55, compared to the broader market0.005.0010.0015.000.552.81
The chart of Martin ratio for ANOIX, currently valued at 5.45, compared to the broader market0.0020.0040.0060.005.4511.87
ANOIX
VOO

The current ANOIX Sharpe Ratio is 1.09, which is lower than the VOO Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of ANOIX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.09
1.87
ANOIX
VOO

Dividends

ANOIX vs. VOO - Dividend Comparison

ANOIX's dividend yield for the trailing twelve months is around 0.10%, less than VOO's 1.25% yield.


TTM20242023202220212020201920182017201620152014
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%
VOO
Vanguard S&P 500 ETF
1.25%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

ANOIX vs. VOO - Drawdown Comparison

The maximum ANOIX drawdown since its inception was -59.83%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-23.30%
-4.03%
ANOIX
VOO

Volatility

ANOIX vs. VOO - Volatility Comparison

American Century Small Cap Growth Fund (ANOIX) has a higher volatility of 5.84% compared to Vanguard S&P 500 ETF (VOO) at 4.55%. 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.


2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
5.84%
4.55%
ANOIX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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