TMSIX vs. VOOG
Compare and contrast key facts about Thrivent Mid Cap Stock Fund Class S (TMSIX) and Vanguard S&P 500 Growth ETF (VOOG).
TMSIX is managed by Thrivent. It was launched on Jun 30, 1993. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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: TMSIX or VOOG.
Correlation
The correlation between TMSIX and VOOG is 0.80, 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
TMSIX vs. VOOG - Performance Comparison
Key characteristics
TMSIX:
0.62
VOOG:
2.24
TMSIX:
0.96
VOOG:
2.88
TMSIX:
1.12
VOOG:
1.41
TMSIX:
0.45
VOOG:
3.05
TMSIX:
2.37
VOOG:
12.09
TMSIX:
4.14%
VOOG:
3.24%
TMSIX:
15.76%
VOOG:
17.50%
TMSIX:
-63.52%
VOOG:
-32.73%
TMSIX:
-13.43%
VOOG:
-2.43%
Returns By Period
In the year-to-date period, TMSIX achieves a 7.69% return, which is significantly lower than VOOG's 37.61% return. Over the past 10 years, TMSIX has underperformed VOOG with an annualized return of 4.90%, while VOOG has yielded a comparatively higher 15.20% annualized return.
TMSIX
7.69%
-7.58%
3.22%
7.73%
5.96%
4.90%
VOOG
37.61%
3.33%
11.61%
37.72%
17.40%
15.20%
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TMSIX vs. VOOG - Expense Ratio Comparison
TMSIX has a 0.74% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
TMSIX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund Class S (TMSIX) and Vanguard S&P 500 Growth ETF (VOOG). 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
TMSIX vs. VOOG - Dividend Comparison
TMSIX's dividend yield for the trailing twelve months is around 0.41%, more than VOOG's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMSIX Thrivent Mid Cap Stock Fund Class S | 0.41% | 0.44% | 0.37% | 0.09% | 0.26% | 0.37% | 0.47% | 0.00% | 0.38% | 0.45% | 0.57% | 0.33% |
VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
TMSIX vs. VOOG - Drawdown Comparison
The maximum TMSIX drawdown since its inception was -63.52%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for TMSIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
TMSIX vs. VOOG - Volatility Comparison
Thrivent Mid Cap Stock Fund Class S (TMSIX) has a higher volatility of 6.43% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.77%. This indicates that TMSIX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.