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. 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.
Performance
TWCGX vs. IVV - Performance Comparison
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TWCGX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWCGX American Century Growth Fund | -10.23% | 15.28% | 26.20% | 43.31% | -31.39% | 27.86% | 35.23% | 35.39% | -1.27% | 30.06% |
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, TWCGX achieves a -10.23% return, which is significantly lower than IVV's -3.67% return. Over the past 10 years, TWCGX has outperformed IVV with an annualized return of 14.92%, while IVV has yielded a comparatively lower 14.11% annualized return.
TWCGX
- 1D
- 3.75%
- 1M
- -5.65%
- YTD
- -10.23%
- 6M
- -9.87%
- 1Y
- 15.47%
- 3Y*
- 17.60%
- 5Y*
- 9.71%
- 10Y*
- 14.92%
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
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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.
Return for Risk
TWCGX vs. IVV — Risk / Return Rank
TWCGX
IVV
TWCGX vs. IVV - Risk-Adjusted Trends 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.
| TWCGX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.00 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.52 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.54 | -0.55 |
Martin ratioReturn relative to average drawdown | 3.39 | 7.28 | -3.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TWCGX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.00 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.71 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.78 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.42 | +0.09 |
Correlation
The correlation between TWCGX and IVV 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.
Dividends
TWCGX vs. IVV - Dividend Comparison
TWCGX's dividend yield for the trailing twelve months is around 19.09%, more than IVV's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCGX American Century Growth Fund | 19.09% | 17.14% | 5.96% | 4.81% | 4.86% | 9.83% | 5.33% | 5.60% | 14.07% | 10.28% | 4.64% | 6.80% |
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
TWCGX vs. IVV - Drawdown Comparison
The maximum TWCGX drawdown since its inception was -59.60%, 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.
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Drawdown Indicators
| TWCGX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.60% | -55.25% | -4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.69% | -12.06% | -4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -24.53% | -10.39% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -33.90% | -1.02% |
Current DrawdownCurrent decline from peak | -13.56% | -5.57% | -7.99% |
Average DrawdownAverage peak-to-trough decline | -15.34% | -10.84% | -4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.55% | +2.31% |
Volatility
TWCGX vs. IVV - Volatility Comparison
American Century Growth Fund (TWCGX) has a higher volatility of 6.79% compared to iShares Core S&P 500 ETF (IVV) at 5.34%. 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.
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Volatility by Period
| TWCGX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 5.34% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 9.47% | +3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 18.31% | +4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 16.89% | +4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 18.03% | +3.24% |