TWCIX vs. SPY
Compare and contrast key facts about American Century Select Fund (TWCIX) and SPDR S&P 500 ETF (SPY).
TWCIX 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: TWCIX or SPY.
Correlation
The correlation between TWCIX and SPY is 0.91, 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
TWCIX vs. SPY - Performance Comparison
Key characteristics
TWCIX:
1.23
SPY:
2.12
TWCIX:
1.67
SPY:
2.81
TWCIX:
1.23
SPY:
1.39
TWCIX:
1.08
SPY:
3.21
TWCIX:
5.44
SPY:
13.42
TWCIX:
4.01%
SPY:
2.01%
TWCIX:
17.80%
SPY:
12.78%
TWCIX:
-60.97%
SPY:
-55.19%
TWCIX:
-4.76%
SPY:
-0.29%
Returns By Period
In the year-to-date period, TWCIX achieves a 3.06% return, which is significantly lower than SPY's 3.73% return. Over the past 10 years, TWCIX has underperformed SPY with an annualized return of 8.49%, while SPY has yielded a comparatively higher 13.60% annualized return.
TWCIX
3.06%
-0.56%
9.61%
21.66%
8.60%
8.49%
SPY
3.73%
1.11%
12.39%
26.17%
14.85%
13.60%
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TWCIX vs. SPY - Expense Ratio Comparison
TWCIX has a 0.94% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TWCIX vs. SPY — Risk-Adjusted Performance Rank
TWCIX
SPY
TWCIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Select Fund (TWCIX) 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
TWCIX vs. SPY - Dividend Comparison
TWCIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCIX American Century Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.29% | 0.38% | 0.44% | 0.43% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TWCIX vs. SPY - Drawdown Comparison
The maximum TWCIX drawdown since its inception was -60.97%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TWCIX and SPY. For additional features, visit the drawdowns tool.
Volatility
TWCIX vs. SPY - Volatility Comparison
American Century Select Fund (TWCIX) has a higher volatility of 5.34% compared to SPDR S&P 500 ETF (SPY) at 4.00%. This indicates that TWCIX'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.