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.
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.
Performance
AAAGX vs. SCHX - Performance Comparison
Key characteristics
AAAGX:
1.00
SCHX:
1.95
AAAGX:
1.36
SCHX:
2.59
AAAGX:
1.20
SCHX:
1.35
AAAGX:
0.89
SCHX:
2.99
AAAGX:
4.45
SCHX:
12.26
AAAGX:
4.12%
SCHX:
2.08%
AAAGX:
18.22%
SCHX:
13.02%
AAAGX:
-72.83%
SCHX:
-34.33%
AAAGX:
-7.92%
SCHX:
-1.32%
Returns By Period
In the year-to-date period, AAAGX achieves a 2.54% return, which is significantly lower than SCHX's 2.98% return. Over the past 10 years, AAAGX has underperformed SCHX with an annualized return of 8.45%, while SCHX has yielded a comparatively higher 15.85% annualized return.
AAAGX
2.54%
0.92%
9.42%
16.62%
8.49%
8.45%
SCHX
2.98%
1.79%
14.41%
24.59%
16.42%
15.85%
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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.
Dividends
AAAGX vs. SCHX - Dividend Comparison
AAAGX has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 1.76%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.76% | 1.81% | 2.86% | 3.24% | 3.61% | 3.37% | 2.57% | 4.35% | 4.16% | 4.17% | 3.97% | 4.42% |
Drawdowns
AAAGX vs. SCHX - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -72.83%, 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. For additional features, visit the drawdowns tool.
Volatility
AAAGX vs. SCHX - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 5.36% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.91%. 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.