TWHIX vs. MID
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and American Century Mid Cap Growth Impact ETF (MID).
TWHIX is managed by American Century. It was launched on Nov 10, 1987. MID is an actively managed fund by American Century. It was launched on Jul 15, 2020.
Performance
TWHIX vs. MID - Performance Comparison
Loading graphics...
TWHIX vs. MID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | -10.01% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 33.96% |
MID American Century Mid Cap Growth Impact ETF | -6.21% | 8.22% | 19.40% | 22.20% | -27.44% | 10.39% | 29.63% |
Returns By Period
In the year-to-date period, TWHIX achieves a -10.01% return, which is significantly lower than MID's -6.21% return.
TWHIX
- 1D
- -1.22%
- 1M
- -9.79%
- YTD
- -10.01%
- 6M
- -13.12%
- 1Y
- 4.24%
- 3Y*
- 9.84%
- 5Y*
- 2.81%
- 10Y*
- 10.49%
MID
- 1D
- 2.78%
- 1M
- -6.95%
- YTD
- -6.21%
- 6M
- -7.93%
- 1Y
- 8.02%
- 3Y*
- 10.48%
- 5Y*
- 3.90%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TWHIX vs. MID - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than MID's 0.45% expense ratio.
Return for Risk
TWHIX vs. MID — Risk / Return Rank
TWHIX
MID
TWHIX vs. MID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and American Century Mid Cap Growth Impact ETF (MID). 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.
| TWHIX | MID | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.35 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.66 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.09 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.53 | -0.43 |
Martin ratioReturn relative to average drawdown | 0.32 | 1.73 | -1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TWHIX | MID | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.35 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.17 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.33 | +0.18 |
Correlation
The correlation between TWHIX and MID is 0.96, 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
TWHIX vs. MID - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 24.60%, more than MID's 0.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 24.60% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% |
MID American Century Mid Cap Growth Impact ETF | 0.17% | 0.18% | 0.17% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TWHIX vs. MID - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -56.98%, which is greater than MID's maximum drawdown of -40.15%. Use the drawdown chart below to compare losses from any high point for TWHIX and MID.
Loading graphics...
Drawdown Indicators
| TWHIX | MID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.98% | -40.15% | -16.83% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -14.50% | -1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -40.15% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -40.34% | — | — |
Current DrawdownCurrent decline from peak | -15.82% | -11.49% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -12.27% | -13.68% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 4.45% | +0.55% |
Volatility
TWHIX vs. MID - Volatility Comparison
American Century Heritage Fund (TWHIX) and American Century Mid Cap Growth Impact ETF (MID) have volatilities of 6.05% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TWHIX | MID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.18% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 13.06% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.61% | 23.00% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.25% | 23.71% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 24.09% | -1.36% |