LAMYX vs. VUAA.L
Compare and contrast key facts about Lord Abbett Dividend Growth Fund (LAMYX) and Vanguard S&P 500 UCITS ETF (VUAA.L).
LAMYX is managed by Lord Abbett. It was launched on Dec 27, 2001. VUAA.L is a passively managed fund by Vanguard Group (Ireland) Limited that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAMYX or VUAA.L.
Correlation
The correlation between LAMYX and VUAA.L is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LAMYX vs. VUAA.L - Performance Comparison
Key characteristics
LAMYX:
1.63
VUAA.L:
2.16
LAMYX:
2.16
VUAA.L:
3.00
LAMYX:
1.31
VUAA.L:
1.40
LAMYX:
2.17
VUAA.L:
3.42
LAMYX:
7.19
VUAA.L:
13.48
LAMYX:
2.89%
VUAA.L:
1.96%
LAMYX:
12.77%
VUAA.L:
12.17%
LAMYX:
-42.98%
VUAA.L:
-34.05%
LAMYX:
-6.70%
VUAA.L:
-1.31%
Returns By Period
In the year-to-date period, LAMYX achieves a 2.18% return, which is significantly higher than VUAA.L's 1.28% return.
LAMYX
2.18%
2.42%
3.81%
19.91%
8.41%
6.33%
VUAA.L
1.28%
-0.82%
9.44%
27.41%
14.03%
N/A
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LAMYX vs. VUAA.L - Expense Ratio Comparison
LAMYX has a 0.66% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.
Risk-Adjusted Performance
LAMYX vs. VUAA.L — Risk-Adjusted Performance Rank
LAMYX
VUAA.L
LAMYX vs. VUAA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Dividend Growth Fund (LAMYX) and Vanguard S&P 500 UCITS ETF (VUAA.L). 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
LAMYX vs. VUAA.L - Dividend Comparison
LAMYX's dividend yield for the trailing twelve months is around 0.88%, while VUAA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | 0.88% | 0.90% | 1.01% | 1.24% | 1.03% | 1.18% | 1.76% | 2.02% | 1.82% | 2.09% | 2.20% | 15.99% |
VUAA.L Vanguard S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LAMYX vs. VUAA.L - Drawdown Comparison
The maximum LAMYX drawdown since its inception was -42.98%, which is greater than VUAA.L's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for LAMYX and VUAA.L. For additional features, visit the drawdowns tool.
Volatility
LAMYX vs. VUAA.L - Volatility Comparison
Lord Abbett Dividend Growth Fund (LAMYX) and Vanguard S&P 500 UCITS ETF (VUAA.L) have volatilities of 4.51% and 4.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.