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
Key characteristics
TWHIX:
0.36
SPY:
0.54
TWHIX:
0.67
SPY:
0.89
TWHIX:
1.09
SPY:
1.13
TWHIX:
0.35
SPY:
0.58
TWHIX:
1.23
SPY:
2.39
TWHIX:
7.48%
SPY:
4.51%
TWHIX:
25.33%
SPY:
20.07%
TWHIX:
-56.98%
SPY:
-55.19%
TWHIX:
-15.80%
SPY:
-10.54%
Returns By Period
In the year-to-date period, TWHIX achieves a -7.23% return, which is significantly lower than SPY's -6.44% return. Over the past 10 years, TWHIX has underperformed SPY with an annualized return of 7.92%, while SPY has yielded a comparatively higher 11.95% annualized return.
TWHIX
-7.23%
-5.20%
-3.24%
7.49%
12.38%
7.92%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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.
Dividends
TWHIX vs. SPY - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 16.79%, more than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWHIX American Century Heritage Fund | 16.79% | 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 | 1.31% | 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 -56.98%, roughly equal to the maximum SPY 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.
Volatility
TWHIX vs. SPY - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 17.06% compared to SPDR S&P 500 ETF (SPY) at 15.13%. 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.