LCAIX vs. VOO
Compare and contrast key facts about Lazard Opportunistic Strategies Portfolio (LCAIX) and Vanguard S&P 500 ETF (VOO).
LCAIX is managed by Lazard. It was launched on Mar 25, 2008. 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: LCAIX or VOO.
Correlation
The correlation between LCAIX and VOO is 0.92, 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
LCAIX vs. VOO - Performance Comparison
Key characteristics
LCAIX:
0.51
VOO:
1.98
LCAIX:
0.73
VOO:
2.65
LCAIX:
1.10
VOO:
1.36
LCAIX:
0.48
VOO:
2.98
LCAIX:
1.61
VOO:
12.44
LCAIX:
4.09%
VOO:
2.02%
LCAIX:
12.81%
VOO:
12.69%
LCAIX:
-40.62%
VOO:
-33.99%
LCAIX:
-7.26%
VOO:
0.00%
Returns By Period
In the year-to-date period, LCAIX achieves a 4.80% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, LCAIX has underperformed VOO with an annualized return of 1.44%, while VOO has yielded a comparatively higher 13.25% annualized return.
LCAIX
4.80%
3.09%
0.55%
5.44%
2.22%
1.44%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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LCAIX vs. VOO - Expense Ratio Comparison
LCAIX has a 1.02% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LCAIX vs. VOO — Risk-Adjusted Performance Rank
LCAIX
VOO
LCAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Opportunistic Strategies Portfolio (LCAIX) 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.
Dividends
LCAIX vs. VOO - Dividend Comparison
LCAIX's dividend yield for the trailing twelve months is around 1.52%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCAIX Lazard Opportunistic Strategies Portfolio | 1.52% | 1.59% | 1.51% | 1.05% | 0.34% | 0.49% | 1.20% | 0.51% | 1.32% | 1.67% | 0.36% | 2.81% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LCAIX vs. VOO - Drawdown Comparison
The maximum LCAIX drawdown since its inception was -40.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LCAIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LCAIX vs. VOO - Volatility Comparison
Lazard Opportunistic Strategies Portfolio (LCAIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.05% and 3.13%, 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.