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.
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.
Performance
LCAIX vs. VOO - Performance Comparison
Loading data...
Key characteristics
LCAIX:
0.26
VOO:
0.74
LCAIX:
0.32
VOO:
1.04
LCAIX:
1.05
VOO:
1.15
LCAIX:
0.14
VOO:
0.68
LCAIX:
0.39
VOO:
2.58
LCAIX:
6.76%
VOO:
4.93%
LCAIX:
15.99%
VOO:
19.54%
LCAIX:
-40.62%
VOO:
-33.99%
LCAIX:
-7.70%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LCAIX achieves a 2.75% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, LCAIX has underperformed VOO with an annualized return of 4.06%, while VOO has yielded a comparatively higher 12.81% annualized return.
LCAIX
2.75%
3.87%
-6.40%
3.19%
4.49%
5.01%
4.06%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
LCAIX vs. VOO - Dividend Comparison
LCAIX's dividend yield for the trailing twelve months is around 10.54%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCAIX Lazard Opportunistic Strategies Portfolio | 10.54% | 10.83% | 3.04% | 3.63% | 4.32% | 2.12% | 1.97% | 6.02% | 7.73% | 1.67% | 2.94% | 6.74% |
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
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.
Loading data...
Volatility
LCAIX vs. VOO - Volatility Comparison
The current volatility for Lazard Opportunistic Strategies Portfolio (LCAIX) is 2.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that LCAIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...