SCHX vs. AAAGX
Compare and contrast key facts about Schwab U.S. Large-Cap ETF (SCHX) and Thrivent Large Cap Growth Fund (AAAGX).
SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009. AAAGX is managed by Thrivent. It was launched on Oct 29, 1999.
Performance
SCHX vs. AAAGX - Performance Comparison
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SCHX vs. AAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
AAAGX Thrivent Large Cap Growth Fund | -10.59% | 16.12% | 39.55% | 46.09% | -34.10% | 22.05% | 42.49% | 31.64% | 1.43% | 24.42% |
Returns By Period
In the year-to-date period, SCHX achieves a -3.70% return, which is significantly higher than AAAGX's -10.59% return. Over the past 10 years, SCHX has underperformed AAAGX with an annualized return of 14.02%, while AAAGX has yielded a comparatively higher 15.09% annualized return.
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
AAAGX
- 1D
- 3.77%
- 1M
- -5.37%
- YTD
- -10.59%
- 6M
- -9.72%
- 1Y
- 14.71%
- 3Y*
- 22.78%
- 5Y*
- 10.57%
- 10Y*
- 15.09%
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SCHX vs. AAAGX - Expense Ratio Comparison
SCHX has a 0.03% expense ratio, which is lower than AAAGX's 1.03% expense ratio.
Return for Risk
SCHX vs. AAAGX — Risk / Return Rank
SCHX
AAAGX
SCHX vs. AAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap ETF (SCHX) and Thrivent Large Cap Growth Fund (AAAGX). 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.
| SCHX | AAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.68 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.14 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.93 | +0.58 |
Martin ratioReturn relative to average drawdown | 7.02 | 3.19 | +3.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHX | AAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.68 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.47 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.31 | +0.50 |
Correlation
The correlation between SCHX and AAAGX is 0.92, 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.
Dividends
SCHX vs. AAAGX - Dividend Comparison
SCHX's dividend yield for the trailing twelve months is around 1.16%, less than AAAGX's 4.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
AAAGX Thrivent Large Cap Growth Fund | 4.21% | 3.77% | 14.46% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% |
Drawdowns
SCHX vs. AAAGX - Drawdown Comparison
The maximum SCHX drawdown since its inception was -34.33%, smaller than the maximum AAAGX drawdown of -64.98%. Use the drawdown chart below to compare losses from any high point for SCHX and AAAGX.
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Drawdown Indicators
| SCHX | AAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.33% | -64.98% | +30.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -16.76% | +4.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -40.41% | +15.00% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -40.41% | +6.08% |
Current DrawdownCurrent decline from peak | -5.67% | -13.61% | +7.94% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -24.01% | +20.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 4.90% | -2.28% |
Volatility
SCHX vs. AAAGX - Volatility Comparison
The current volatility for Schwab U.S. Large-Cap ETF (SCHX) is 5.36%, while Thrivent Large Cap Growth Fund (AAAGX) has a volatility of 7.01%. This indicates that SCHX experiences smaller price fluctuations and is considered to be less risky than AAAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHX | AAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 7.01% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 12.73% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 23.01% | -4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 22.79% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 21.65% | -3.52% |