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.
Key characteristics
| AAAGX | SCHX | |
|---|---|---|
| YTD Return | 10.05% | 7.84% |
| 1Y Return | 36.69% | 28.88% |
| 3Y Return (Ann) | 5.64% | 7.99% |
| 5Y Return (Ann) | 14.01% | 13.38% |
| 10Y Return (Ann) | 12.67% | 12.59% |
| Sharpe Ratio | 2.33 | 2.36 |
| Daily Std Dev | 15.43% | 11.89% |
| Max Drawdown | -70.76% | -34.33% |
| Current Drawdown | -3.01% | -2.34% |
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
In the year-to-date period, AAAGX achieves a 10.05% return, which is significantly higher than SCHX's 7.84% return. Both investments have delivered pretty close results over the past 10 years, with AAAGX having a 12.67% annualized return and SCHX not far behind at 12.59%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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's dividend yield for the trailing twelve months is around 3.23%, more than SCHX's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 3.23% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% | 1.69% | 0.05% |
SCHX Schwab U.S. Large-Cap ETF | 1.32% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 2.39% | 2.04% | 1.76% | 1.65% |
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. For additional features, visit the drawdowns tool.
Volatility
AAAGX vs. SCHX - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 5.46% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.09%. 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.