Correlation
The correlation between ARCVX and SWPPX is 0.95, 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.
ARCVX vs. SWPPX
Compare and contrast key facts about American Century Investments One Choice 2030 Portfolio (ARCVX) and Schwab S&P 500 Index Fund (SWPPX).
ARCVX is managed by American Century Investments. It was launched on May 29, 2008. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARCVX or SWPPX.
Performance
ARCVX vs. SWPPX - Performance Comparison
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Key characteristics
ARCVX:
0.92
SWPPX:
0.71
ARCVX:
1.45
SWPPX:
1.13
ARCVX:
1.20
SWPPX:
1.17
ARCVX:
1.07
SWPPX:
0.76
ARCVX:
4.67
SWPPX:
2.88
ARCVX:
1.88%
SWPPX:
4.93%
ARCVX:
8.77%
SWPPX:
19.78%
ARCVX:
-39.17%
SWPPX:
-55.06%
ARCVX:
-0.00%
SWPPX:
-3.01%
Returns By Period
In the year-to-date period, ARCVX achieves a 3.31% return, which is significantly higher than SWPPX's 1.48% return. Over the past 10 years, ARCVX has underperformed SWPPX with an annualized return of 5.93%, while SWPPX has yielded a comparatively higher 12.94% annualized return.
ARCVX
3.31%
2.00%
0.91%
7.99%
6.11%
5.97%
5.93%
SWPPX
1.48%
4.53%
-1.20%
13.97%
14.74%
15.42%
12.94%
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ARCVX vs. SWPPX - Expense Ratio Comparison
ARCVX has a 0.78% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
ARCVX vs. SWPPX — Risk-Adjusted Performance Rank
ARCVX
SWPPX
ARCVX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2030 Portfolio (ARCVX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
ARCVX vs. SWPPX - Dividend Comparison
ARCVX's dividend yield for the trailing twelve months is around 4.69%, more than SWPPX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCVX American Century Investments One Choice 2030 Portfolio | 4.69% | 4.84% | 2.81% | 5.59% | 8.09% | 5.87% | 7.54% | 10.28% | 2.98% | 3.26% | 6.16% | 4.28% |
SWPPX Schwab S&P 500 Index Fund | 1.21% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
ARCVX vs. SWPPX - Drawdown Comparison
The maximum ARCVX drawdown since its inception was -39.17%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARCVX and SWPPX.
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Volatility
ARCVX vs. SWPPX - Volatility Comparison
The current volatility for American Century Investments One Choice 2030 Portfolio (ARCVX) is 2.21%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.76%. This indicates that ARCVX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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