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.
Correlation
The correlation between BIGRX and VOO is 0.93, 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
Key characteristics
BIGRX:
1.53
VOO:
1.96
BIGRX:
2.16
VOO:
2.62
BIGRX:
1.27
VOO:
1.36
BIGRX:
0.72
VOO:
2.99
BIGRX:
6.27
VOO:
12.55
BIGRX:
2.79%
VOO:
2.01%
BIGRX:
11.45%
VOO:
12.90%
BIGRX:
-61.39%
VOO:
-33.99%
BIGRX:
-11.89%
VOO:
-1.69%
Returns By Period
In the year-to-date period, BIGRX achieves a 4.32% return, which is significantly higher than VOO's 2.31% return. Over the past 10 years, BIGRX has underperformed VOO with an annualized return of 2.39%, while VOO has yielded a comparatively higher 13.71% annualized return.
BIGRX
4.32%
3.39%
6.68%
15.99%
1.27%
2.39%
VOO
2.31%
0.76%
10.79%
24.60%
14.76%
13.71%
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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 Rank
BIGRX
VOO
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 1.26%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.26% | 1.32% | 1.55% | 2.22% | 1.27% | 1.94% | 1.97% | 2.76% | 2.34% | 2.27% | 2.38% | 2.07% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BIGRX vs. VOO - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -61.39%, 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 2.98%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.22%. 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.