TWMIX vs. QGRO
Compare and contrast key facts about American Century Emerging Markets Fund (TWMIX) and American Century STOXX U.S. Quality Growth ETF (QGRO).
TWMIX is managed by American Century Investments. It was launched on Sep 29, 1997. QGRO is a passively managed fund by American Century Investments that tracks the performance of the iSTOXX American Century USA Quality Growth (USD)(GR). It was launched on Sep 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWMIX or QGRO.
Correlation
The correlation between TWMIX and QGRO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TWMIX vs. QGRO - Performance Comparison
Key characteristics
TWMIX:
1.05
QGRO:
2.19
TWMIX:
1.50
QGRO:
2.90
TWMIX:
1.19
QGRO:
1.37
TWMIX:
0.42
QGRO:
3.76
TWMIX:
3.77
QGRO:
12.04
TWMIX:
4.03%
QGRO:
2.91%
TWMIX:
14.40%
QGRO:
16.01%
TWMIX:
-73.76%
QGRO:
-32.57%
TWMIX:
-27.87%
QGRO:
0.00%
Returns By Period
In the year-to-date period, TWMIX achieves a 2.52% return, which is significantly lower than QGRO's 7.94% return.
TWMIX
2.52%
2.52%
5.42%
12.90%
0.50%
3.47%
QGRO
7.94%
6.74%
29.22%
33.64%
18.77%
N/A
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TWMIX vs. QGRO - Expense Ratio Comparison
TWMIX has a 1.26% expense ratio, which is higher than QGRO's 0.29% expense ratio.
Risk-Adjusted Performance
TWMIX vs. QGRO — Risk-Adjusted Performance Rank
TWMIX
QGRO
TWMIX vs. QGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Emerging Markets Fund (TWMIX) and American Century STOXX U.S. Quality Growth ETF (QGRO). 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
TWMIX vs. QGRO - Dividend Comparison
TWMIX's dividend yield for the trailing twelve months is around 0.69%, more than QGRO's 0.23% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TWMIX American Century Emerging Markets Fund | 0.69% | 0.71% | 1.31% | 3.37% | 0.58% | 0.96% | 0.47% | 0.30% | 0.24% | 0.13% | 0.08% | 0.36% |
QGRO American Century STOXX U.S. Quality Growth ETF | 0.23% | 0.25% | 0.41% | 0.46% | 0.31% | 0.22% | 0.38% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TWMIX vs. QGRO - Drawdown Comparison
The maximum TWMIX drawdown since its inception was -73.76%, which is greater than QGRO's maximum drawdown of -32.57%. Use the drawdown chart below to compare losses from any high point for TWMIX and QGRO. For additional features, visit the drawdowns tool.
Volatility
TWMIX vs. QGRO - Volatility Comparison
American Century Emerging Markets Fund (TWMIX) has a higher volatility of 5.13% compared to American Century STOXX U.S. Quality Growth ETF (QGRO) at 4.66%. This indicates that TWMIX's price experiences larger fluctuations and is considered to be riskier than QGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.