TAAAX vs. SPYG
Compare and contrast key facts about Thrivent Aggressive Allocation Fund (TAAAX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
TAAAX is managed by Thrivent. It was launched on Jun 29, 2005. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAAX or SPYG.
Correlation
The correlation between TAAAX and SPYG is 1.00, 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
TAAAX vs. SPYG - Performance Comparison
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Key characteristics
TAAAX:
9.29%
SPYG:
11.05%
TAAAX:
-0.72%
SPYG:
-0.88%
TAAAX:
-0.06%
SPYG:
-0.18%
Returns By Period
TAAAX
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SPYG
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TAAAX vs. SPYG - Expense Ratio Comparison
TAAAX has a 0.93% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
TAAAX vs. SPYG — Risk-Adjusted Performance Rank
TAAAX
SPYG
TAAAX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Aggressive Allocation Fund (TAAAX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
TAAAX vs. SPYG - Dividend Comparison
TAAAX's dividend yield for the trailing twelve months is around 1.60%, more than SPYG's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAAAX Thrivent Aggressive Allocation Fund | 1.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TAAAX vs. SPYG - Drawdown Comparison
The maximum TAAAX drawdown since its inception was -0.72%, smaller than the maximum SPYG drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for TAAAX and SPYG. For additional features, visit the drawdowns tool.
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Volatility
TAAAX vs. SPYG - Volatility Comparison
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