BIGRX vs. VOO
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and Vanguard S&P 500 ETF (VOO).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. 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: BIGRX or VOO.
Key characteristics
BIGRX | VOO | |
---|---|---|
YTD Return | 5.01% | 5.98% |
1Y Return | 15.43% | 22.69% |
3Y Return (Ann) | 2.63% | 8.02% |
5Y Return (Ann) | 8.51% | 13.41% |
10Y Return (Ann) | 8.51% | 12.42% |
Sharpe Ratio | 1.44 | 1.93 |
Daily Std Dev | 10.86% | 11.69% |
Max Drawdown | -58.04% | -33.99% |
Current Drawdown | -4.99% | -4.14% |
Correlation
The correlation between BIGRX and VOO is 0.94, 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
BIGRX vs. VOO - Performance Comparison
In the year-to-date period, BIGRX achieves a 5.01% return, which is significantly lower than VOO's 5.98% return. Over the past 10 years, BIGRX has underperformed VOO with an annualized return of 8.51%, while VOO has yielded a comparatively higher 12.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIGRX vs. VOO - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BIGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) 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
BIGRX vs. VOO - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.47%, more than VOO's 1.39% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Century Disciplined Core Value Fund | 1.47% | 1.55% | 2.22% | 28.04% | 16.19% | 3.90% | 12.86% | 9.32% | 3.91% | 9.22% | 7.48% | 2.02% |
Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BIGRX vs. VOO - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. VOO - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 3.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.