BGEIX vs. VOO
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and Vanguard S&P 500 ETF (VOO).
BGEIX is managed by American Century Investments. It was launched on Aug 16, 1988. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGEIX or VOO.
Correlation
The correlation between BGEIX and VOO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGEIX vs. VOO - Performance Comparison
Key characteristics
BGEIX:
1.17
VOO:
1.87
BGEIX:
1.68
VOO:
2.50
BGEIX:
1.20
VOO:
1.35
BGEIX:
0.56
VOO:
2.80
BGEIX:
4.04
VOO:
11.95
BGEIX:
8.41%
VOO:
1.98%
BGEIX:
29.07%
VOO:
12.73%
BGEIX:
-80.62%
VOO:
-33.99%
BGEIX:
-42.02%
VOO:
-4.03%
Returns By Period
In the year-to-date period, BGEIX achieves a 7.76% return, which is significantly higher than VOO's -0.79% return. Over the past 10 years, BGEIX has underperformed VOO with an annualized return of 6.00%, while VOO has yielded a comparatively higher 13.25% annualized return.
BGEIX
7.76%
0.91%
-3.02%
30.40%
5.31%
6.00%
VOO
-0.79%
-3.48%
4.23%
23.66%
13.95%
13.25%
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BGEIX vs. VOO - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BGEIX vs. VOO — Risk-Adjusted Performance Rank
BGEIX
VOO
BGEIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) 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.
Dividends
BGEIX vs. VOO - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 1.26%, which matches VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 1.26% | 1.36% | 1.56% | 1.38% | 2.13% | 0.57% | 0.88% | 0.00% | 0.00% | 10.57% | 0.00% | 3.34% |
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
BGEIX vs. VOO - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -80.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BGEIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BGEIX vs. VOO - Volatility Comparison
American Century Global Gold Fund (BGEIX) has a higher volatility of 8.39% compared to Vanguard S&P 500 ETF (VOO) at 4.55%. This indicates that BGEIX'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.