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:
0.55
SPLG:
2.26
AAUTX:
0.76
SPLG:
3.00
AAUTX:
1.12
SPLG:
1.42
AAUTX:
0.52
SPLG:
3.32
AAUTX:
2.73
SPLG:
14.73
AAUTX:
2.57%
SPLG:
1.90%
AAUTX:
12.76%
SPLG:
12.40%
AAUTX:
-57.91%
SPLG:
-54.50%
AAUTX:
-12.66%
SPLG:
-2.50%
Returns By Period
In the year-to-date period, AAUTX achieves a 5.19% return, which is significantly lower than SPLG's 26.00% return. Over the past 10 years, AAUTX has underperformed SPLG with an annualized return of 4.77%, while SPLG has yielded a comparatively higher 13.11% annualized return.
AAUTX
5.19%
-10.17%
-1.70%
6.09%
5.35%
4.77%
SPLG
26.00%
-0.14%
9.34%
26.48%
14.82%
13.11%
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 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 1.34%, more than SPLG's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 1.34% | 1.41% | 1.54% | 0.96% | 1.22% | 1.52% | 1.37% | 1.08% | 1.17% | 1.08% | 0.94% | 0.88% |
SPLG SPDR Portfolio S&P 500 ETF | 0.92% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
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 -54.50%. 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
Thrivent Large Cap Value Fund (AAUTX) has a higher volatility of 7.91% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.81%. This indicates that AAUTX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.