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.
Key characteristics
| BRLVX | SPLG | |
|---|---|---|
| YTD Return | 9.97% | 10.48% |
| 1Y Return | 23.90% | 28.65% |
| 3Y Return (Ann) | 5.61% | 9.60% |
| 5Y Return (Ann) | 8.31% | 14.63% |
| 10Y Return (Ann) | 7.96% | 13.10% |
| Sharpe Ratio | 2.00 | 2.53 |
| Daily Std Dev | 12.46% | 11.51% |
| Max Drawdown | -57.34% | -54.50% |
| Current Drawdown | -2.34% | 0.00% |
Correlation
The correlation between BRLVX 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
BRLVX vs. SPLG - Performance Comparison
In the year-to-date period, BRLVX achieves a 9.97% return, which is significantly lower than SPLG's 10.48% return. Over the past 10 years, BRLVX has underperformed SPLG with an annualized return of 7.96%, while SPLG has yielded a comparatively higher 13.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 10.94%, more than SPLG's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 10.94% | 12.03% | 4.88% | 9.69% | 10.64% | 4.23% | 9.41% | 5.80% | 1.42% | 3.71% | 2.24% | 2.06% |
SPLG SPDR Portfolio S&P 500 ETF | 1.34% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% | 1.71% |
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 -54.50%. 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 3.12%, while SPDR Portfolio S&P 500 ETF (SPLG) has a volatility of 3.34%. 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.