BRLVX vs. SPLG
Compare and contrast key facts about American Beacon Bridgeway Large Cap Value Fund (BRLVX) and SPDR Portfolio S&P 500 ETF (SPLG).
BRLVX is managed by American Beacon. It was launched on Oct 31, 2003. 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: BRLVX or SPLG.
Correlation
The correlation between BRLVX and SPLG is 0.78, 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
BRLVX vs. SPLG - Performance Comparison
Key characteristics
BRLVX:
0.16
SPLG:
1.98
BRLVX:
0.29
SPLG:
2.65
BRLVX:
1.06
SPLG:
1.36
BRLVX:
0.14
SPLG:
2.97
BRLVX:
0.40
SPLG:
12.33
BRLVX:
7.16%
SPLG:
2.03%
BRLVX:
18.14%
SPLG:
12.64%
BRLVX:
-57.34%
SPLG:
-54.52%
BRLVX:
-16.17%
SPLG:
-0.01%
Returns By Period
In the year-to-date period, BRLVX achieves a 4.73% return, which is significantly higher than SPLG's 4.03% return. Over the past 10 years, BRLVX has underperformed SPLG with an annualized return of 1.63%, while SPLG has yielded a comparatively higher 13.24% annualized return.
BRLVX
4.73%
0.59%
-7.57%
0.86%
-0.21%
1.63%
SPLG
4.03%
2.03%
9.69%
23.71%
14.35%
13.24%
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BRLVX vs. SPLG - Expense Ratio Comparison
BRLVX has a 0.75% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
BRLVX vs. SPLG — Risk-Adjusted Performance Rank
BRLVX
SPLG
BRLVX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Value Fund (BRLVX) 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
BRLVX vs. SPLG - Dividend Comparison
BRLVX's dividend yield for the trailing twelve months is around 1.41%, more than SPLG's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 1.41% | 1.48% | 2.30% | 2.42% | 5.97% | 0.01% | 1.97% | 2.06% | 1.35% | 1.33% | 1.28% | 0.70% |
SPLG SPDR Portfolio S&P 500 ETF | 1.23% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
BRLVX vs. SPLG - Drawdown Comparison
The maximum BRLVX drawdown since its inception was -57.34%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for BRLVX and SPLG. For additional features, visit the drawdowns tool.
Volatility
BRLVX vs. SPLG - Volatility Comparison
The current volatility for American Beacon Bridgeway Large Cap Value Fund (BRLVX) is 2.63%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 3.12%. This indicates that BRLVX 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.