TSCGX vs. IWO

In the year-to-date period, TSCGX achieves a -9.50% return, which is significantly lower than IWO's -8.95% return.

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TSCGX has a 1.21% expense ratio, which is higher than IWO's 0.24% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Growth Fund (TSCGX) and iShares Russell 2000 Growth ETF (IWO). 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.

The current TSCGX Sharpe Ratio is -0.22, which is lower than the IWO Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of TSCGX and IWO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TSCGX has not paid dividends to shareholders, while IWO's dividend yield for the trailing twelve months is around 0.90%.

The maximum TSCGX drawdown since its inception was -38.84%, smaller than the maximum IWO drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for TSCGX and IWO. For additional features, visit the drawdowns tool.

The current volatility for Thrivent Small Cap Growth Fund (TSCGX) is 7.40%, while iShares Russell 2000 Growth ETF (IWO) has a volatility of 7.89%. This indicates that TSCGX experiences smaller price fluctuations and is considered to be less risky than IWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.