TWCUX vs. VOO
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and Vanguard S&P 500 ETF (VOO).
TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCUX or VOO.
Correlation
The correlation between TWCUX and VOO 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
TWCUX vs. VOO - Performance Comparison
Key characteristics
TWCUX:
-0.28
VOO:
-0.07
TWCUX:
-0.23
VOO:
0.01
TWCUX:
0.97
VOO:
1.00
TWCUX:
-0.26
VOO:
-0.07
TWCUX:
-1.04
VOO:
-0.36
TWCUX:
5.91%
VOO:
3.31%
TWCUX:
21.67%
VOO:
15.79%
TWCUX:
-61.31%
VOO:
-33.99%
TWCUX:
-23.65%
VOO:
-17.13%
Returns By Period
In the year-to-date period, TWCUX achieves a -20.14% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, TWCUX has outperformed VOO with an annualized return of 13.33%, while VOO has yielded a comparatively lower 11.27% annualized return.
TWCUX
-20.14%
-14.21%
-15.47%
-5.97%
15.94%
13.33%
VOO
-13.30%
-11.78%
-11.02%
-0.99%
15.64%
11.27%
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TWCUX vs. VOO - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TWCUX vs. VOO — Risk-Adjusted Performance Rank
TWCUX
VOO
TWCUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Vanguard S&P 500 ETF (VOO). 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
TWCUX vs. VOO - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 4.49%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 4.49% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 6.01% | 4.87% | 5.44% | 7.63% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TWCUX vs. VOO - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -61.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TWCUX and VOO. For additional features, visit the drawdowns tool.
Volatility
TWCUX vs. VOO - Volatility Comparison
American Century Ultra Fund (TWCUX) has a higher volatility of 11.28% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.