Correlation
The correlation between TWVLX and VOO is 0.85, 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.
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.
Performance
TWVLX vs. VOO - Performance Comparison
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Key characteristics
TWVLX:
0.59
VOO:
0.74
TWVLX:
0.88
VOO:
1.04
TWVLX:
1.12
VOO:
1.15
TWVLX:
0.67
VOO:
0.68
TWVLX:
2.49
VOO:
2.58
TWVLX:
3.45%
VOO:
4.93%
TWVLX:
15.04%
VOO:
19.54%
TWVLX:
-53.19%
VOO:
-33.99%
TWVLX:
-3.49%
VOO:
-3.55%
Returns By Period
In the year-to-date period, TWVLX achieves a 2.30% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, TWVLX has underperformed VOO with an annualized return of 8.13%, while VOO has yielded a comparatively higher 12.81% annualized return.
TWVLX
2.30%
3.15%
-3.49%
7.00%
6.40%
13.52%
8.13%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
TWVLX vs. VOO - Dividend Comparison
TWVLX's dividend yield for the trailing twelve months is around 10.83%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWVLX American Century Value Fund | 10.83% | 11.16% | 7.33% | 15.53% | 13.93% | 3.50% | 8.70% | 11.81% | 7.24% | 3.22% | 8.56% | 7.71% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -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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Volatility
TWVLX vs. VOO - Volatility Comparison
The current volatility for American Century Value Fund (TWVLX) is 4.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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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