TWHIX vs. VOO
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and Vanguard S&P 500 ETF (VOO).
TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987. 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: TWHIX or VOO.
Correlation
The correlation between TWHIX and VOO is 0.88, 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. VOO - Performance Comparison
Key characteristics
TWHIX:
0.36
VOO:
0.57
TWHIX:
0.67
VOO:
0.92
TWHIX:
1.09
VOO:
1.13
TWHIX:
0.35
VOO:
0.58
TWHIX:
1.23
VOO:
2.42
TWHIX:
7.48%
VOO:
4.51%
TWHIX:
25.33%
VOO:
19.17%
TWHIX:
-56.98%
VOO:
-33.99%
TWHIX:
-15.80%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TWHIX achieves a -7.23% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, TWHIX has underperformed VOO with an annualized return of 7.92%, while VOO has yielded a comparatively higher 12.02% annualized return.
TWHIX
-7.23%
-5.20%
-3.24%
7.49%
12.38%
7.92%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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TWHIX vs. VOO - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TWHIX vs. VOO — Risk-Adjusted Performance Rank
TWHIX
VOO
TWHIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) 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
TWHIX vs. VOO - Dividend Comparison
TWHIX's dividend yield for the trailing twelve months is around 16.79%, more than VOO's 1.39% 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% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TWHIX vs. VOO - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -56.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TWHIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TWHIX vs. VOO - Volatility Comparison
American Century Heritage Fund (TWHIX) has a higher volatility of 17.06% compared to Vanguard S&P 500 ETF (VOO) at 13.97%. This indicates that TWHIX'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.