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:
1.31
VOO:
2.22
BIGRX:
1.88
VOO:
2.95
BIGRX:
1.23
VOO:
1.42
BIGRX:
0.57
VOO:
3.27
BIGRX:
6.29
VOO:
14.57
BIGRX:
2.35%
VOO:
1.90%
BIGRX:
11.30%
VOO:
12.47%
BIGRX:
-61.39%
VOO:
-33.99%
BIGRX:
-14.68%
VOO:
-1.77%
Returns By Period
In the year-to-date period, BIGRX achieves a 14.41% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, BIGRX has underperformed VOO with an annualized return of 1.52%, while VOO has yielded a comparatively higher 13.12% annualized return.
BIGRX
14.41%
-4.95%
6.32%
14.76%
0.56%
1.52%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 0.92%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 0.92% | 1.55% | 2.22% | 1.27% | 1.94% | 1.97% | 2.22% | 2.34% | 2.27% | 2.38% | 2.07% | 2.02% |
VOO Vanguard S&P 500 ETF | 1.23% | 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 -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
American Century Disciplined Core Value Fund (BIGRX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.62% and 3.77%, 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.