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 0.86, 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:
-0.11
SPLG:
0.56
AAUTX:
0.01
SPLG:
0.91
AAUTX:
1.00
SPLG:
1.13
AAUTX:
-0.07
SPLG:
0.58
AAUTX:
-0.19
SPLG:
2.24
AAUTX:
7.66%
SPLG:
4.83%
AAUTX:
17.36%
SPLG:
19.21%
AAUTX:
-57.91%
SPLG:
-54.52%
AAUTX:
-12.62%
SPLG:
-7.54%
Returns By Period
Over the past 10 years, AAUTX has underperformed SPLG with an annualized return of 4.58%, while SPLG has yielded a comparatively higher 12.33% annualized return.
AAUTX
0.00%
10.59%
-10.68%
-1.86%
10.01%
4.58%
SPLG
-3.30%
13.76%
-4.52%
10.72%
15.90%
12.33%
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 8.80%, more than SPLG's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 8.80% | 8.80% | 3.22% | 6.12% | 7.62% | 6.33% | 1.52% | 7.44% | 1.08% | 1.18% | 1.08% | 4.44% |
SPLG SPDR Portfolio S&P 500 ETF | 1.35% | 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 8.68%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 11.17%. 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.