Correlation
The correlation between BTTRX and VOO is -0.29. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
BTTRX vs. VOO
Compare and contrast key facts about American Century Zero Coupon 2025 Fund (BTTRX) and Vanguard S&P 500 ETF (VOO).
BTTRX is managed by American Century Investments. It was launched on Feb 14, 1996. 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: BTTRX or VOO.
Performance
BTTRX vs. VOO - Performance Comparison
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Key characteristics
BTTRX:
1.97
VOO:
0.74
BTTRX:
27.38
VOO:
1.04
BTTRX:
5.72
VOO:
1.15
BTTRX:
29.49
VOO:
0.68
BTTRX:
107.74
VOO:
2.58
BTTRX:
0.10%
VOO:
4.93%
BTTRX:
5.35%
VOO:
19.54%
BTTRX:
-28.78%
VOO:
-33.99%
BTTRX:
0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BTTRX achieves a 1.70% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, BTTRX has underperformed VOO with an annualized return of 5.59%, while VOO has yielded a comparatively higher 12.81% annualized return.
BTTRX
1.70%
0.28%
7.41%
10.38%
6.61%
4.10%
5.59%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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BTTRX vs. VOO - Expense Ratio Comparison
BTTRX has a 0.54% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BTTRX vs. VOO — Risk-Adjusted Performance Rank
BTTRX
VOO
BTTRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) 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.
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Dividends
BTTRX vs. VOO - Dividend Comparison
BTTRX's dividend yield for the trailing twelve months is around 4.87%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTTRX American Century Zero Coupon 2025 Fund | 4.87% | 4.96% | 4.17% | 3.47% | 3.27% | 7.84% | 3.90% | 5.55% | 4.46% | 3.55% | 3.04% | 5.60% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BTTRX vs. VOO - Drawdown Comparison
The maximum BTTRX drawdown since its inception was -28.78%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BTTRX and VOO.
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Volatility
BTTRX vs. VOO - Volatility Comparison
The current volatility for American Century Zero Coupon 2025 Fund (BTTRX) is 0.10%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that BTTRX 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.
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