AASCX vs. VO

In the year-to-date period, AASCX achieves a -2.24% return, which is significantly lower than VO's 1.35% return. Over the past 10 years, AASCX has outperformed VO with an annualized return of 9.94%, while VO has yielded a comparatively lower 9.21% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AASCX has a 0.98% expense ratio, which is higher than VO's 0.04% expense ratio.

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.

The current AASCX Sharpe Ratio is 0.09, which is lower than the VO Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of AASCX and VO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AASCX's dividend yield for the trailing twelve months is around 4.93%, more than VO's 1.55% yield.

The maximum AASCX drawdown since its inception was -56.36%, roughly equal to the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for AASCX and VO.

Thrivent Mid Cap Stock Fund (AASCX) has a higher volatility of 5.06% compared to Vanguard Mid-Cap ETF (VO) at 4.11%. 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.