TWVLX vs. VOO
Compare and contrast key facts about American Century Value Fund (TWVLX) and Vanguard S&P 500 ETF (VOO).
TWVLX is managed by American Century. It was launched on Sep 1, 1993. 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.
Performance
TWVLX vs. VOO - Performance Comparison
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TWVLX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 2.97% | 15.70% | 9.10% | 8.78% | 0.39% | 24.41% | 0.68% | 26.93% | -8.91% | 8.50% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, TWVLX achieves a 2.97% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, TWVLX has underperformed VOO with an annualized return of 10.08%, while VOO has yielded a comparatively higher 14.14% annualized return.
TWVLX
- 1D
- 1.47%
- 1M
- -5.13%
- YTD
- 2.97%
- 6M
- 6.39%
- 1Y
- 14.98%
- 3Y*
- 11.99%
- 5Y*
- 8.97%
- 10Y*
- 10.08%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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TWVLX vs. VOO - Expense Ratio Comparison
TWVLX has a 1.01% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
TWVLX vs. VOO — Risk / Return Rank
TWVLX
VOO
TWVLX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Value Fund (TWVLX) 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.
| TWVLX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.01 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.53 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.55 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.66 | 7.31 | -1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TWVLX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.01 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.71 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.79 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.83 | -0.26 |
Correlation
The correlation between TWVLX and VOO 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.
Dividends
TWVLX vs. VOO - Dividend Comparison
TWVLX's dividend yield for the trailing twelve months is around 9.71%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 9.71% | 10.07% | 11.14% | 7.34% | 15.07% | 13.94% | 3.49% | 8.70% | 11.82% | 7.24% | 3.22% | 8.56% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
TWVLX vs. VOO - Drawdown Comparison
The maximum TWVLX drawdown since its inception was -53.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TWVLX and VOO.
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Drawdown Indicators
| TWVLX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.19% | -33.99% | -19.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -11.98% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -17.12% | -24.52% | +7.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.88% | -33.99% | -5.89% |
Current DrawdownCurrent decline from peak | -5.56% | -5.55% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -3.72% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.55% | +0.15% |
Volatility
TWVLX vs. VOO - Volatility Comparison
The current volatility for American Century Value Fund (TWVLX) is 3.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that TWVLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TWVLX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 5.34% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 9.47% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 18.11% | -3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 16.82% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 17.99% | -0.27% |