ARHVX vs. SPY
Compare and contrast key facts about American Century Investments One Choice 2065 Portfolio (ARHVX) and SPDR S&P 500 ETF (SPY).
ARHVX is managed by American Century Investments. It was launched on Sep 22, 2020. 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: ARHVX or SPY.
Correlation
The correlation between ARHVX and SPY 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.
Performance
ARHVX vs. SPY - Performance Comparison
Key characteristics
ARHVX:
1.38
SPY:
1.82
ARHVX:
1.91
SPY:
2.45
ARHVX:
1.25
SPY:
1.33
ARHVX:
1.76
SPY:
2.77
ARHVX:
7.27
SPY:
11.49
ARHVX:
1.94%
SPY:
2.03%
ARHVX:
10.13%
SPY:
12.70%
ARHVX:
-26.14%
SPY:
-55.19%
ARHVX:
-0.54%
SPY:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with ARHVX having a 4.14% return and SPY slightly lower at 4.04%.
ARHVX
4.14%
4.80%
5.76%
14.67%
N/A
N/A
SPY
4.04%
4.73%
10.95%
23.86%
14.32%
13.24%
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ARHVX vs. SPY - Expense Ratio Comparison
ARHVX has a 0.88% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ARHVX vs. SPY — Risk-Adjusted Performance Rank
ARHVX
SPY
ARHVX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2065 Portfolio (ARHVX) 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
ARHVX vs. SPY - Dividend Comparison
ARHVX's dividend yield for the trailing twelve months is around 1.89%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARHVX American Century Investments One Choice 2065 Portfolio | 1.89% | 1.97% | 1.61% | 1.66% | 4.11% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ARHVX vs. SPY - Drawdown Comparison
The maximum ARHVX drawdown since its inception was -26.14%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ARHVX and SPY. For additional features, visit the drawdowns tool.
Volatility
ARHVX vs. SPY - Volatility Comparison
The current volatility for American Century Investments One Choice 2065 Portfolio (ARHVX) is 2.84%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.55%. This indicates that ARHVX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.