ARYVX vs. ONEQ
Compare and contrast key facts about American Century Global Real Estate Fund (ARYVX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
ARYVX is managed by American Century Investments. It was launched on Apr 28, 2011. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARYVX or ONEQ.
Correlation
The correlation between ARYVX and ONEQ is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARYVX vs. ONEQ - Performance Comparison
Key characteristics
ARYVX:
0.45
ONEQ:
1.89
ARYVX:
0.69
ONEQ:
2.46
ARYVX:
1.09
ONEQ:
1.34
ARYVX:
0.23
ONEQ:
2.53
ARYVX:
2.01
ONEQ:
9.53
ARYVX:
3.18%
ONEQ:
3.51%
ARYVX:
14.10%
ONEQ:
17.75%
ARYVX:
-39.31%
ONEQ:
-55.09%
ARYVX:
-19.31%
ONEQ:
-2.80%
Returns By Period
In the year-to-date period, ARYVX achieves a 4.22% return, which is significantly lower than ONEQ's 31.26% return. Over the past 10 years, ARYVX has underperformed ONEQ with an annualized return of 3.42%, while ONEQ has yielded a comparatively higher 16.40% annualized return.
ARYVX
4.22%
-7.23%
4.56%
5.33%
0.77%
3.42%
ONEQ
31.26%
3.37%
11.28%
31.83%
18.25%
16.40%
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ARYVX vs. ONEQ - Expense Ratio Comparison
ARYVX has a 1.11% expense ratio, which is higher than ONEQ's 0.21% expense ratio.
Risk-Adjusted Performance
ARYVX vs. ONEQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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
ARYVX vs. ONEQ - Dividend Comparison
ARYVX has not paid dividends to shareholders, while ONEQ's dividend yield for the trailing twelve months is around 0.67%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 0.00% | 2.49% | 0.00% | 2.28% | 0.99% | 3.30% | 3.97% | 3.40% | 4.48% | 2.99% | 3.91% | 3.43% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.67% | 0.71% | 0.97% | 0.54% | 0.71% | 1.64% | 1.08% | 0.84% | 1.12% | 1.04% | 1.19% | 0.84% |
Drawdowns
ARYVX vs. ONEQ - Drawdown Comparison
The maximum ARYVX drawdown since its inception was -39.31%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for ARYVX and ONEQ. For additional features, visit the drawdowns tool.
Volatility
ARYVX vs. ONEQ - Volatility Comparison
American Century Global Real Estate Fund (ARYVX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) have volatilities of 5.31% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.