Correlation
The correlation between LBGIX and VOO is 0.88, 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.
LBGIX vs. VOO
Compare and contrast key facts about ClearBridge Mid Cap Growth Fund (LBGIX) and Vanguard S&P 500 ETF (VOO).
LBGIX is managed by Franklin Templeton. It was launched on Aug 31, 2010. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: LBGIX or VOO.
Performance
LBGIX vs. VOO - Performance Comparison
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Key characteristics
LBGIX:
0.58
VOO:
0.74
LBGIX:
0.88
VOO:
1.04
LBGIX:
1.12
VOO:
1.15
LBGIX:
0.50
VOO:
0.68
LBGIX:
1.60
VOO:
2.58
LBGIX:
8.41%
VOO:
4.93%
LBGIX:
26.10%
VOO:
19.54%
LBGIX:
-41.56%
VOO:
-33.99%
LBGIX:
-8.82%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LBGIX achieves a -0.16% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, LBGIX has underperformed VOO with an annualized return of 10.46%, while VOO has yielded a comparatively higher 12.81% annualized return.
LBGIX
-0.16%
7.15%
-5.40%
15.07%
11.98%
11.55%
10.46%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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LBGIX vs. VOO - Expense Ratio Comparison
LBGIX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LBGIX vs. VOO — Risk-Adjusted Performance Rank
LBGIX
VOO
LBGIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Mid Cap Growth Fund (LBGIX) and Vanguard S&P 500 ETF (VOO). 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
LBGIX vs. VOO - Dividend Comparison
LBGIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 4.17% | 14.62% | 8.02% | 11.85% | 2.29% | 0.00% | 0.00% | 2.04% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LBGIX vs. VOO - Drawdown Comparison
The maximum LBGIX drawdown since its inception was -41.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LBGIX and VOO.
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Volatility
LBGIX vs. VOO - Volatility Comparison
ClearBridge Mid Cap Growth Fund (LBGIX) has a higher volatility of 6.45% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that LBGIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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