TWCGX vs. IVV
Compare and contrast key facts about American Century Growth Fund (TWCGX) and iShares Core S&P 500 ETF (IVV).
TWCGX is managed by American Century Investments. It was launched on Jun 30, 1971. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCGX or IVV.
Correlation
The correlation between TWCGX and IVV 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
TWCGX vs. IVV - Performance Comparison
Key characteristics
TWCGX:
1.04
IVV:
2.12
TWCGX:
1.43
IVV:
2.82
TWCGX:
1.20
IVV:
1.39
TWCGX:
1.12
IVV:
3.22
TWCGX:
4.20
IVV:
13.44
TWCGX:
4.58%
IVV:
2.02%
TWCGX:
18.56%
IVV:
12.78%
TWCGX:
-58.57%
IVV:
-55.25%
TWCGX:
-5.99%
IVV:
-0.30%
Returns By Period
The year-to-date returns for both investments are quite close, with TWCGX having a 3.73% return and IVV slightly higher at 3.77%. Over the past 10 years, TWCGX has underperformed IVV with an annualized return of 7.92%, while IVV has yielded a comparatively higher 13.67% annualized return.
TWCGX
3.73%
-0.05%
8.73%
18.55%
9.82%
7.92%
IVV
3.77%
1.08%
12.43%
26.29%
14.90%
13.67%
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TWCGX vs. IVV - Expense Ratio Comparison
TWCGX has a 0.94% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
TWCGX vs. IVV — Risk-Adjusted Performance Rank
TWCGX
IVV
TWCGX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and iShares Core S&P 500 ETF (IVV). 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
TWCGX vs. IVV - Dividend Comparison
TWCGX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCGX American Century Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.58% | 0.17% | 0.62% | 0.36% | 0.34% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
TWCGX vs. IVV - Drawdown Comparison
The maximum TWCGX drawdown since its inception was -58.57%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for TWCGX and IVV. For additional features, visit the drawdowns tool.
Volatility
TWCGX vs. IVV - Volatility Comparison
American Century Growth Fund (TWCGX) has a higher volatility of 5.43% compared to iShares Core S&P 500 ETF (IVV) at 3.99%. This indicates that TWCGX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.