AAAGX vs. VOO
Compare and contrast key facts about Thrivent Large Cap Growth Fund (AAAGX) and Vanguard S&P 500 ETF (VOO).
AAAGX is managed by Thrivent. It was launched on Oct 29, 1999. 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: AAAGX or VOO.
Key characteristics
| AAAGX | VOO | |
|---|---|---|
| YTD Return | 17.62% | 16.70% |
| 1Y Return | 28.87% | 24.43% |
| 3Y Return (Ann) | 4.53% | 8.41% |
| 5Y Return (Ann) | 16.35% | 14.98% |
| 10Y Return (Ann) | 12.81% | 12.69% |
| Sharpe Ratio | 1.73 | 1.90 |
| Daily Std Dev | 16.08% | 12.55% |
| Max Drawdown | -70.76% | -33.99% |
| Current Drawdown | -5.49% | -2.45% |
Correlation
The correlation between AAAGX and VOO is 0.91, 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. VOO - Performance Comparison
In the year-to-date period, AAAGX achieves a 17.62% return, which is significantly higher than VOO's 16.70% return. Both investments have delivered pretty close results over the past 10 years, with AAAGX having a 12.81% annualized return and VOO not far behind at 12.69%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AAAGX vs. VOO - Expense Ratio Comparison
AAAGX has a 1.03% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AAAGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) 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
AAAGX vs. VOO - Dividend Comparison
AAAGX's dividend yield for the trailing twelve months is around 3.02%, more than VOO's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 3.02% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% | 1.69% | 0.05% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AAAGX vs. VOO - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -70.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AAAGX and VOO. For additional features, visit the drawdowns tool.
Volatility
AAAGX vs. VOO - Volatility Comparison
Thrivent Large Cap Growth Fund (AAAGX) has a higher volatility of 5.77% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that AAAGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.