TWCGX vs. SPY
Compare and contrast key facts about American Century Growth Fund (TWCGX) and SPDR S&P 500 ETF (SPY).
TWCGX is managed by American Century Investments. It was launched on Jun 30, 1971. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCGX or SPY.
Correlation
The correlation between TWCGX and SPY is 0.90, 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. SPY - Performance Comparison
Key characteristics
TWCGX:
1.25
SPY:
2.21
TWCGX:
1.67
SPY:
2.93
TWCGX:
1.24
SPY:
1.41
TWCGX:
1.05
SPY:
3.26
TWCGX:
5.72
SPY:
14.43
TWCGX:
3.96%
SPY:
1.90%
TWCGX:
18.13%
SPY:
12.41%
TWCGX:
-58.57%
SPY:
-55.19%
TWCGX:
-8.10%
SPY:
-2.74%
Returns By Period
In the year-to-date period, TWCGX achieves a 21.04% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, TWCGX has underperformed SPY with an annualized return of 7.53%, while SPY has yielded a comparatively higher 12.97% annualized return.
TWCGX
21.04%
-2.26%
1.73%
21.24%
10.14%
7.53%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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TWCGX vs. SPY - Expense Ratio Comparison
TWCGX has a 0.94% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TWCGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
TWCGX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCGX American Century Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.58% | 0.17% | 0.62% | 0.36% | 0.34% | 0.37% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
TWCGX vs. SPY - Drawdown Comparison
The maximum TWCGX drawdown since its inception was -58.57%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TWCGX and SPY. For additional features, visit the drawdowns tool.
Volatility
TWCGX vs. SPY - Volatility Comparison
American Century Growth Fund (TWCGX) has a higher volatility of 7.77% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that TWCGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.