BRLVX vs. VOO
Compare and contrast key facts about American Beacon Bridgeway Large Cap Value Fund (BRLVX) and Vanguard S&P 500 ETF (VOO).
BRLVX is managed by American Beacon. It was launched on Oct 31, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRLVX or VOO.
Correlation
The correlation between BRLVX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
BRLVX:
0.06
VOO:
1.83
BRLVX:
0.18
VOO:
2.46
BRLVX:
1.04
VOO:
1.33
BRLVX:
0.06
VOO:
2.77
BRLVX:
0.16
VOO:
11.56
BRLVX:
7.09%
VOO:
2.02%
BRLVX:
18.16%
VOO:
12.72%
BRLVX:
-57.34%
VOO:
-33.99%
BRLVX:
-16.00%
VOO:
-0.01%
Returns By Period
In the year-to-date period, BRLVX achieves a 4.95% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, BRLVX has underperformed VOO with an annualized return of 1.75%, while VOO has yielded a comparatively higher 13.32% annualized return.
BRLVX
4.95%
3.01%
-6.37%
2.05%
-0.24%
1.75%
VOO
4.06%
4.75%
10.98%
23.95%
14.37%
13.32%
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BRLVX vs. VOO - Expense Ratio Comparison
BRLVX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRLVX vs. VOO — Risk-Adjusted Performance Rank
BRLVX
VOO
BRLVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Value Fund (BRLVX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BRLVX's dividend yield for the trailing twelve months is around 1.41%, more than VOO's 1.20% 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% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BRLVX vs. VOO - Drawdown Comparison
The maximum BRLVX drawdown since its inception was -57.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRLVX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRLVX vs. VOO - Volatility Comparison
The current volatility for American Beacon Bridgeway Large Cap Value Fund (BRLVX) is 2.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.55%. This indicates that BRLVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.