Correlation
The correlation between BRLVX 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.
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.
Performance
BRLVX vs. SPLG - Performance Comparison
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Key characteristics
BRLVX:
-0.26
SPLG:
0.73
BRLVX:
-0.24
SPLG:
1.04
BRLVX:
0.96
SPLG:
1.15
BRLVX:
-0.23
SPLG:
0.68
BRLVX:
-0.51
SPLG:
2.58
BRLVX:
12.83%
SPLG:
4.93%
BRLVX:
22.02%
SPLG:
19.61%
BRLVX:
-57.34%
SPLG:
-54.52%
BRLVX:
-18.55%
SPLG:
-3.53%
Returns By Period
In the year-to-date period, BRLVX achieves a 1.75% return, which is significantly higher than SPLG's 0.89% return. Over the past 10 years, BRLVX has underperformed SPLG with an annualized return of 1.27%, while SPLG has yielded a comparatively higher 12.72% annualized return.
BRLVX
1.75%
3.29%
-18.55%
-5.58%
-1.07%
3.72%
1.27%
SPLG
0.89%
6.33%
-1.55%
14.28%
14.31%
15.91%
12.72%
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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.
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Dividends
BRLVX vs. SPLG - Dividend Comparison
BRLVX's dividend yield for the trailing twelve months is around 17.70%, more than SPLG's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 17.70% | 18.01% | 12.03% | 4.88% | 9.69% | 10.64% | 4.23% | 9.41% | 5.80% | 1.42% | 3.71% | 2.24% |
SPLG SPDR Portfolio S&P 500 ETF | 1.29% | 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.
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Volatility
BRLVX vs. SPLG - Volatility Comparison
American Beacon Bridgeway Large Cap Value Fund (BRLVX) has a higher volatility of 5.07% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.80%. This indicates that BRLVX'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.
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