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 0.79, 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:
0.44
VOOG:
1.76
TMSIX:
0.71
VOOG:
2.31
TMSIX:
1.09
VOOG:
1.32
TMSIX:
0.37
VOOG:
2.46
TMSIX:
1.28
VOOG:
9.50
TMSIX:
5.25%
VOOG:
3.33%
TMSIX:
15.37%
VOOG:
18.04%
TMSIX:
-63.52%
VOOG:
-32.73%
TMSIX:
-11.52%
VOOG:
-0.01%
Returns By Period
In the year-to-date period, TMSIX achieves a 3.40% return, which is significantly lower than VOOG's 5.09% return. Over the past 10 years, TMSIX has underperformed VOOG with an annualized return of 4.89%, while VOOG has yielded a comparatively higher 15.29% annualized return.
TMSIX
3.40%
-0.29%
2.87%
5.71%
5.66%
4.89%
VOOG
5.09%
2.73%
14.13%
32.32%
16.39%
15.29%
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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 Rank
TMSIX
VOOG
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 0.50%, more than VOOG's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMSIX Thrivent Mid Cap Stock Fund Class S | 0.50% | 0.52% | 0.44% | 0.37% | 0.09% | 0.26% | 0.37% | 0.47% | 0.00% | 0.38% | 0.45% | 0.57% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
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
The current volatility for Thrivent Mid Cap Stock Fund Class S (TMSIX) is 3.41%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that TMSIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.