TWCUX vs. VTI
Compare and contrast key facts about American Century Ultra Fund (TWCUX) and Vanguard Total Stock Market ETF (VTI).
TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWCUX or VTI.
Performance
TWCUX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, TWCUX achieves a 28.18% return, which is significantly higher than VTI's 24.70% return. Over the past 10 years, TWCUX has underperformed VTI with an annualized return of 9.85%, while VTI has yielded a comparatively higher 12.63% annualized return.
TWCUX
28.18%
2.70%
11.89%
27.06%
13.02%
9.85%
VTI
24.70%
1.36%
12.03%
32.16%
15.00%
12.63%
Key characteristics
| TWCUX | VTI | |
|---|---|---|
| Sharpe Ratio | 1.56 | 2.65 |
| Sortino Ratio | 2.05 | 3.54 |
| Omega Ratio | 1.29 | 1.49 |
| Calmar Ratio | 1.16 | 3.87 |
| Martin Ratio | 6.99 | 16.96 |
| Ulcer Index | 4.06% | 1.95% |
| Daily Std Dev | 18.19% | 12.52% |
| Max Drawdown | -72.83% | -55.45% |
| Current Drawdown | -1.43% | -1.58% |
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TWCUX vs. VTI - Expense Ratio Comparison
TWCUX has a 0.93% expense ratio, which is higher than VTI's 0.03% expense ratio.
Correlation
The correlation between TWCUX and VTI 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.
Risk-Adjusted Performance
TWCUX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Ultra Fund (TWCUX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
TWCUX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWCUX American Century Ultra Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.29% | 0.24% | 0.34% | 0.30% |
VTI Vanguard Total Stock Market ETF | 1.28% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
TWCUX vs. VTI - Drawdown Comparison
The maximum TWCUX drawdown since its inception was -72.83%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for TWCUX and VTI. For additional features, visit the drawdowns tool.
Volatility
TWCUX vs. VTI - Volatility Comparison
American Century Ultra Fund (TWCUX) has a higher volatility of 5.67% compared to Vanguard Total Stock Market ETF (VTI) at 4.28%. This indicates that TWCUX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.