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 0.92, 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
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Key characteristics
TWCGX:
0.35
SPY:
0.55
TWCGX:
0.68
SPY:
0.94
TWCGX:
1.10
SPY:
1.14
TWCGX:
0.38
SPY:
0.61
TWCGX:
1.18
SPY:
2.35
TWCGX:
7.73%
SPY:
4.89%
TWCGX:
25.26%
SPY:
20.34%
TWCGX:
-58.57%
SPY:
-55.19%
TWCGX:
-6.25%
SPY:
-4.62%
Returns By Period
In the year-to-date period, TWCGX achieves a -2.16% return, which is significantly lower than SPY's -0.25% return. Over the past 10 years, TWCGX has outperformed SPY with an annualized return of 14.16%, while SPY has yielded a comparatively lower 12.52% annualized return.
TWCGX
-2.16%
19.94%
0.04%
8.51%
19.21%
15.12%
14.16%
SPY
-0.25%
13.42%
-0.66%
11.09%
16.05%
16.24%
12.52%
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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 Rank
TWCGX
SPY
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.
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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 1.23%.
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% |
SPY SPDR S&P 500 ETF | 1.23% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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.
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Volatility
TWCGX vs. SPY - Volatility Comparison
American Century Growth Fund (TWCGX) has a higher volatility of 6.03% compared to SPDR S&P 500 ETF (SPY) at 4.79%. 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.
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