AAUTX vs. SPLG
Compare and contrast key facts about Thrivent Large Cap Value Fund (AAUTX) and SPDR Portfolio S&P 500 ETF (SPLG).
AAUTX is managed by Thrivent. It was launched on Oct 29, 1999. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAUTX or SPLG.
Correlation
The correlation between AAUTX and SPLG is 0.79, 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
AAUTX vs. SPLG - Performance Comparison
Key characteristics
AAUTX:
0.70
SPLG:
1.90
AAUTX:
0.94
SPLG:
2.54
AAUTX:
1.15
SPLG:
1.35
AAUTX:
0.66
SPLG:
2.89
AAUTX:
2.13
SPLG:
12.03
AAUTX:
4.24%
SPLG:
2.02%
AAUTX:
12.84%
SPLG:
12.73%
AAUTX:
-57.91%
SPLG:
-54.52%
AAUTX:
-8.07%
SPLG:
-1.30%
Returns By Period
In the year-to-date period, AAUTX achieves a 5.21% return, which is significantly higher than SPLG's 2.70% return. Over the past 10 years, AAUTX has underperformed SPLG with an annualized return of 5.64%, while SPLG has yielded a comparatively higher 13.40% annualized return.
AAUTX
5.21%
4.33%
3.57%
9.36%
7.04%
5.64%
SPLG
2.70%
1.68%
13.68%
23.40%
14.69%
13.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAUTX vs. SPLG - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
AAUTX vs. SPLG — Risk-Adjusted Performance Rank
AAUTX
SPLG
AAUTX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) and SPDR Portfolio S&P 500 ETF (SPLG). 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
AAUTX vs. SPLG - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 1.28%, more than SPLG's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 1.28% | 1.34% | 1.41% | 1.54% | 0.96% | 2.44% | 1.52% | 1.37% | 1.08% | 1.17% | 1.08% | 0.94% |
SPLG SPDR Portfolio S&P 500 ETF | 1.24% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
AAUTX vs. SPLG - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -57.91%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for AAUTX and SPLG. For additional features, visit the drawdowns tool.
Volatility
AAUTX vs. SPLG - Volatility Comparison
The current volatility for Thrivent Large Cap Value Fund (AAUTX) is 2.75%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 3.90%. This indicates that AAUTX experiences smaller price fluctuations and is considered to be less risky than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.