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 Investments. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWVLX or VOO.
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.
Performance
TWVLX vs. VOO - Performance Comparison
Key characteristics
TWVLX:
0.33
VOO:
1.76
TWVLX:
0.47
VOO:
2.37
TWVLX:
1.08
VOO:
1.32
TWVLX:
0.22
VOO:
2.66
TWVLX:
0.83
VOO:
11.10
TWVLX:
5.18%
VOO:
2.02%
TWVLX:
13.28%
VOO:
12.79%
TWVLX:
-58.92%
VOO:
-33.99%
TWVLX:
-14.35%
VOO:
-2.11%
Returns By Period
In the year-to-date period, TWVLX achieves a 4.68% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, TWVLX has underperformed VOO with an annualized return of 1.02%, while VOO has yielded a comparatively higher 13.03% annualized return.
TWVLX
4.68%
1.90%
-4.12%
3.54%
1.60%
1.02%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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.
Risk-Adjusted Performance
TWVLX vs. VOO — Risk-Adjusted Performance Rank
TWVLX
VOO
TWVLX vs. VOO - Risk-Adjusted Performance 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.
Dividends
TWVLX vs. VOO - Dividend Comparison
TWVLX's dividend yield for the trailing twelve months is around 2.15%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 2.15% | 2.25% | 2.09% | 2.45% | 1.74% | 1.85% | 1.71% | 2.08% | 1.50% | 1.53% | 1.66% | 1.53% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TWVLX vs. VOO - Drawdown Comparison
The maximum TWVLX drawdown since its inception was -58.92%, 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. For additional features, visit the drawdowns tool.
Volatility
TWVLX vs. VOO - Volatility Comparison
The current volatility for American Century Value Fund (TWVLX) is 2.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. 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.