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 0.93, 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:
0.34
VOO:
0.54
TWCUX:
0.66
VOO:
0.88
TWCUX:
1.09
VOO:
1.13
TWCUX:
0.35
VOO:
0.55
TWCUX:
1.19
VOO:
2.27
TWCUX:
7.40%
VOO:
4.55%
TWCUX:
25.71%
VOO:
19.19%
TWCUX:
-61.31%
VOO:
-33.99%
TWCUX:
-14.60%
VOO:
-9.90%
Returns By Period
In the year-to-date period, TWCUX achieves a -10.67% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, TWCUX has outperformed VOO with an annualized return of 14.53%, while VOO has yielded a comparatively lower 12.12% annualized return.
TWCUX
-10.67%
-2.13%
-7.40%
6.71%
16.11%
14.53%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 4.01%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 4.01% | 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 | 1.38% | 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 17.12% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. 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.