TWCGX vs. VGT

The year-to-date returns for both investments are quite close, with TWCGX having a -2.45% return and VGT slightly higher at -2.36%. Over the past 10 years, TWCGX has underperformed VGT with an annualized return of 14.23%, while VGT has yielded a comparatively higher 19.78% annualized return.

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TWCGX has a 0.94% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund (TWCGX) and Vanguard Information Technology ETF (VGT). 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.

The current TWCGX Sharpe Ratio is 0.38, which is comparable to the VGT Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of TWCGX and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TWCGX's dividend yield for the trailing twelve months is around 6.11%, more than VGT's 0.53% yield.

The maximum TWCGX drawdown since its inception was -58.57%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for TWCGX and VGT.

The current volatility for American Century Growth Fund (TWCGX) is 6.07%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.70%. This indicates that TWCGX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.