Correlation
The correlation between AAAGX and SCHX is 0.92, 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.
AAAGX vs. SCHX
Compare and contrast key facts about Thrivent Large Cap Growth Fund (AAAGX) and Schwab U.S. Large-Cap ETF (SCHX).
AAAGX is managed by Thrivent. It was launched on Oct 29, 1999. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAAGX or SCHX.
Performance
AAAGX vs. SCHX - Performance Comparison
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Key characteristics
AAAGX:
0.56
SCHX:
0.81
AAAGX:
0.82
SCHX:
1.13
AAAGX:
1.11
SCHX:
1.16
AAAGX:
0.48
SCHX:
0.75
AAAGX:
1.62
SCHX:
2.83
AAAGX:
6.99%
SCHX:
5.06%
AAAGX:
24.73%
SCHX:
19.83%
AAAGX:
-70.76%
SCHX:
-34.33%
AAAGX:
-5.54%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, AAAGX achieves a -1.32% return, which is significantly lower than SCHX's 0.81% return. Both investments have delivered pretty close results over the past 10 years, with AAAGX having a 13.96% annualized return and SCHX not far ahead at 14.11%.
AAAGX
-1.32%
8.69%
-1.84%
13.81%
18.22%
14.32%
13.96%
SCHX
0.81%
6.25%
-1.86%
15.88%
15.70%
16.65%
14.11%
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AAAGX vs. SCHX - Expense Ratio Comparison
AAAGX has a 1.03% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
AAAGX vs. SCHX — Risk-Adjusted Performance Rank
AAAGX
SCHX
AAAGX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and Schwab U.S. Large-Cap ETF (SCHX). 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
AAAGX vs. SCHX - Dividend Comparison
AAAGX's dividend yield for the trailing twelve months is around 7.33%, more than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 7.33% | 7.23% | 3.55% | 9.38% | 6.94% | 7.74% | 5.39% | 12.26% | 2.64% | 0.60% | 5.88% | 1.69% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
AAAGX vs. SCHX - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -70.76%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for AAAGX and SCHX.
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Volatility
AAAGX vs. SCHX - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 6.12% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.87%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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