BEQGX vs. SPY
Compare and contrast key facts about American Century Equity Growth Fund (BEQGX) and SPDR S&P 500 ETF (SPY).
BEQGX is managed by American Century Investments. It was launched on May 9, 1991. 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: BEQGX or SPY.
Correlation
The correlation between BEQGX 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
BEQGX vs. SPY - Performance Comparison
Key characteristics
BEQGX:
0.47
SPY:
0.69
BEQGX:
0.71
SPY:
0.98
BEQGX:
1.09
SPY:
1.13
BEQGX:
0.25
SPY:
0.92
BEQGX:
2.27
SPY:
3.68
BEQGX:
2.91%
SPY:
2.51%
BEQGX:
14.08%
SPY:
13.41%
BEQGX:
-57.61%
SPY:
-55.19%
BEQGX:
-19.59%
SPY:
-10.04%
Returns By Period
In the year-to-date period, BEQGX achieves a -7.12% return, which is significantly lower than SPY's -5.91% return. Over the past 10 years, BEQGX has underperformed SPY with an annualized return of 1.28%, while SPY has yielded a comparatively higher 12.18% annualized return.
BEQGX
-7.12%
-9.51%
-0.91%
5.33%
4.40%
1.28%
SPY
-5.91%
-8.90%
-0.74%
8.24%
17.23%
12.18%
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BEQGX vs. SPY - Expense Ratio Comparison
BEQGX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BEQGX vs. SPY — Risk-Adjusted Performance Rank
BEQGX
SPY
BEQGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) 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
BEQGX vs. SPY - Dividend Comparison
BEQGX's dividend yield for the trailing twelve months is around 0.62%, less than SPY's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEQGX American Century Equity Growth Fund | 0.61% | 0.58% | 1.20% | 1.63% | 0.62% | 1.06% | 1.16% | 1.17% | 1.39% | 1.35% | 1.51% | 1.35% |
SPY SPDR S&P 500 ETF | 1.26% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BEQGX vs. SPY - Drawdown Comparison
The maximum BEQGX drawdown since its inception was -57.61%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BEQGX and SPY. For additional features, visit the drawdowns tool.
Volatility
BEQGX vs. SPY - Volatility Comparison
American Century Equity Growth Fund (BEQGX) and SPDR S&P 500 ETF (SPY) have volatilities of 5.92% and 5.70%, 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.