TWHIX vs. SPY
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and SPDR S&P 500 ETF (SPY).
TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWHIX or SPY.
Correlation
The correlation between TWHIX and SPY is 0.84, 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
TWHIX vs. SPY - Performance Comparison
Loading data...
Key characteristics
TWHIX:
0.16
SPY:
0.70
TWHIX:
0.38
SPY:
1.13
TWHIX:
1.06
SPY:
1.17
TWHIX:
0.12
SPY:
0.76
TWHIX:
0.32
SPY:
2.93
TWHIX:
13.97%
SPY:
4.86%
TWHIX:
29.34%
SPY:
20.29%
TWHIX:
-58.72%
SPY:
-55.19%
TWHIX:
-19.53%
SPY:
-3.97%
Returns By Period
In the year-to-date period, TWHIX achieves a 4.63% return, which is significantly higher than SPY's 0.43% return. Over the past 10 years, TWHIX has underperformed SPY with an annualized return of -0.25%, while SPY has yielded a comparatively higher 12.66% annualized return.
TWHIX
4.63%
19.39%
-11.30%
4.54%
4.98%
-0.25%
SPY
0.43%
9.91%
-1.06%
14.09%
17.31%
12.66%
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. SPY - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TWHIX vs. SPY — Risk-Adjusted Performance Rank
TWHIX
SPY
TWHIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and SPDR S&P 500 ETF (SPY). 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.
Loading data...
Dividends
TWHIX vs. SPY - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 14.89%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 14.89% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% | 16.37% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TWHIX vs. SPY - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -58.72%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TWHIX and SPY. For additional features, visit the drawdowns tool.
Loading data...
Volatility
TWHIX vs. SPY - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 7.82% compared to SPDR S&P 500 ETF (SPY) at 6.25%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...