AASCX vs. VO
Compare and contrast key facts about Thrivent Mid Cap Stock Fund (AASCX) and Vanguard Mid-Cap ETF (VO).
AASCX is managed by Thrivent. It was launched on Jun 30, 1993. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
AASCX vs. VO - Performance Comparison
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AASCX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | -2.46% | 4.43% | 14.60% | 13.65% | -17.85% | 27.70% | 21.68% | 24.51% | -10.73% | 8.73% |
VO Vanguard Mid-Cap ETF | -0.68% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, AASCX achieves a -2.46% return, which is significantly lower than VO's -0.68% return. Over the past 10 years, AASCX has underperformed VO with an annualized return of 9.54%, while VO has yielded a comparatively higher 10.67% annualized return.
AASCX
- 1D
- -0.55%
- 1M
- -8.42%
- YTD
- -2.46%
- 6M
- -0.79%
- 1Y
- 5.94%
- 3Y*
- 8.12%
- 5Y*
- 4.94%
- 10Y*
- 9.54%
VO
- 1D
- 2.22%
- 1M
- -5.86%
- YTD
- -0.68%
- 6M
- -1.48%
- 1Y
- 12.73%
- 3Y*
- 12.61%
- 5Y*
- 6.66%
- 10Y*
- 10.67%
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AASCX vs. VO - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
AASCX vs. VO — Risk / Return Rank
AASCX
VO
AASCX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Vanguard Mid-Cap ETF (VO). 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.
| AASCX | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 0.73 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.12 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.05 | -0.76 |
Martin ratioReturn relative to average drawdown | 1.17 | 4.84 | -3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AASCX | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.73 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.38 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.57 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.48 | -0.13 |
Correlation
The correlation between AASCX and VO is 0.95, 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.
Dividends
AASCX vs. VO - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 15.35%, more than VO's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 15.35% | 14.98% | 9.22% | 1.54% | 3.15% | 12.54% | 3.54% | 2.92% | 12.94% | 0.09% | 0.10% | 0.00% |
VO Vanguard Mid-Cap ETF | 1.51% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
AASCX vs. VO - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, roughly equal to the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for AASCX and VO.
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Drawdown Indicators
| AASCX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -58.87% | +2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -12.74% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -27.57% | -5.23% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -39.37% | -1.30% |
Current DrawdownCurrent decline from peak | -9.01% | -6.12% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -7.91% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.76% | +0.59% |
Volatility
AASCX vs. VO - Volatility Comparison
Thrivent Mid Cap Stock Fund (AASCX) has a higher volatility of 5.49% compared to Vanguard Mid-Cap ETF (VO) at 4.89%. This indicates that AASCX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AASCX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.89% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 9.72% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.06% | 17.57% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 17.62% | +3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.81% | 18.94% | +1.87% |