AASMX vs. VOO
Compare and contrast key facts about Thrivent Small Cap Stock Fund (AASMX) and Vanguard S&P 500 ETF (VOO).
AASMX is managed by Thrivent. It was launched on Jul 1, 1996. 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: AASMX or VOO.
Correlation
The correlation between AASMX and VOO is 0.84, 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
AASMX vs. VOO - Performance Comparison
Key characteristics
AASMX:
0.69
VOO:
1.94
AASMX:
1.08
VOO:
2.60
AASMX:
1.13
VOO:
1.35
AASMX:
0.42
VOO:
2.92
AASMX:
2.95
VOO:
12.23
AASMX:
4.08%
VOO:
2.02%
AASMX:
17.39%
VOO:
12.74%
AASMX:
-63.21%
VOO:
-33.99%
AASMX:
-18.19%
VOO:
-1.31%
Returns By Period
In the year-to-date period, AASMX achieves a 1.07% return, which is significantly lower than VOO's 2.70% return. Over the past 10 years, AASMX has underperformed VOO with an annualized return of 2.94%, while VOO has yielded a comparatively higher 13.41% annualized return.
AASMX
1.07%
0.64%
4.70%
14.32%
5.46%
2.94%
VOO
2.70%
1.64%
16.03%
23.86%
14.34%
13.41%
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AASMX vs. VOO - Expense Ratio Comparison
AASMX has a 1.07% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AASMX vs. VOO — Risk-Adjusted Performance Rank
AASMX
VOO
AASMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund (AASMX) 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
AASMX vs. VOO - Dividend Comparison
AASMX's dividend yield for the trailing twelve months is around 0.54%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASMX Thrivent Small Cap Stock Fund | 0.54% | 0.54% | 0.42% | 0.34% | 0.46% | 1.16% | 0.30% | 0.00% | 0.00% | 0.17% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AASMX vs. VOO - Drawdown Comparison
The maximum AASMX drawdown since its inception was -63.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AASMX and VOO. For additional features, visit the drawdowns tool.
Volatility
AASMX vs. VOO - Volatility Comparison
Thrivent Small Cap Stock Fund (AASMX) has a higher volatility of 4.38% compared to Vanguard S&P 500 ETF (VOO) at 4.01%. This indicates that AASMX'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.