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. 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.
Performance
TWCUX vs. VOO - Performance Comparison
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TWCUX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | -12.28% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, TWCUX achieves a -12.28% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, TWCUX has outperformed VOO with an annualized return of 15.69%, while VOO has yielded a comparatively lower 14.05% annualized return.
TWCUX
- 1D
- -0.65%
- 1M
- -8.79%
- YTD
- -12.28%
- 6M
- -10.88%
- 1Y
- 11.48%
- 3Y*
- 16.46%
- 5Y*
- 8.90%
- 10Y*
- 15.69%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
TWCUX vs. VOO — Risk / Return Rank
TWCUX
VOO
TWCUX vs. VOO - Risk-Adjusted Trends 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.
| TWCUX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.98 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.50 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.53 | -1.01 |
Martin ratioReturn relative to average drawdown | 1.87 | 7.29 | -5.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TWCUX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.98 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.83 | -0.32 |
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.
Dividends
TWCUX vs. VOO - Dividend Comparison
TWCUX's dividend yield for the trailing twelve months is around 13.19%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 13.19% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
TWCUX vs. VOO - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -62.11%, 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.
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Drawdown Indicators
| TWCUX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.11% | -33.99% | -28.12% |
Max Drawdown (1Y)Largest decline over 1 year | -15.72% | -11.98% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -35.23% | -24.52% | -10.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.23% | -33.99% | -1.24% |
Current DrawdownCurrent decline from peak | -15.72% | -6.29% | -9.43% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -3.72% | -13.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.52% | +1.90% |
Volatility
TWCUX vs. VOO - Volatility Comparison
American Century Ultra Fund (TWCUX) has a higher volatility of 5.77% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| TWCUX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 5.29% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 9.44% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 18.10% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 16.82% | +5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 17.99% | +4.01% |