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.
Key characteristics
| BRLVX | VOO | |
|---|---|---|
| YTD Return | 10.53% | 11.61% |
| 1Y Return | 24.42% | 29.33% |
| 3Y Return (Ann) | 5.74% | 10.04% |
| 5Y Return (Ann) | 8.55% | 15.01% |
| 10Y Return (Ann) | 7.95% | 12.96% |
| Sharpe Ratio | 2.15 | 2.66 |
| Daily Std Dev | 12.35% | 11.60% |
| Max Drawdown | -57.34% | -33.99% |
| Current Drawdown | -1.84% | -0.19% |
Correlation
The correlation between BRLVX and VOO is 0.91, 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
In the year-to-date period, BRLVX achieves a 10.53% return, which is significantly lower than VOO's 11.61% return. Over the past 10 years, BRLVX has underperformed VOO with an annualized return of 7.95%, while VOO has yielded a comparatively higher 12.96% 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. 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 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 10.88%, more than VOO's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 10.88% | 12.03% | 4.88% | 9.69% | 10.64% | 4.23% | 9.41% | 5.80% | 1.42% | 3.71% | 2.24% | 2.06% |
VOO Vanguard S&P 500 ETF | 1.32% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 3.14%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.41%. 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.