LCGFX vs. SPY
Compare and contrast key facts about William Blair Large Cap Growth Fund (LCGFX) and SPDR S&P 500 ETF (SPY).
LCGFX is managed by William Blair. It was launched on Dec 27, 1999. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCGFX or SPY.
Correlation
The correlation between LCGFX and SPY 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
LCGFX vs. SPY - Performance Comparison
Key characteristics
LCGFX:
-0.17
SPY:
0.30
LCGFX:
-0.08
SPY:
0.56
LCGFX:
0.99
SPY:
1.08
LCGFX:
-0.17
SPY:
0.31
LCGFX:
-0.61
SPY:
1.40
LCGFX:
6.50%
SPY:
4.18%
LCGFX:
23.58%
SPY:
19.64%
LCGFX:
-37.25%
SPY:
-55.19%
LCGFX:
-19.79%
SPY:
-13.86%
Returns By Period
In the year-to-date period, LCGFX achieves a -15.44% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, LCGFX has outperformed SPY with an annualized return of 13.08%, while SPY has yielded a comparatively lower 11.59% annualized return.
LCGFX
-15.44%
-7.64%
-15.20%
-2.67%
12.48%
13.08%
SPY
-9.91%
-6.90%
-9.38%
6.72%
14.62%
11.59%
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LCGFX vs. SPY - Expense Ratio Comparison
LCGFX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LCGFX vs. SPY — Risk-Adjusted Performance Rank
LCGFX
SPY
LCGFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Large Cap Growth Fund (LCGFX) and SPDR S&P 500 ETF (SPY). 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
LCGFX vs. SPY - Dividend Comparison
LCGFX's dividend yield for the trailing twelve months is around 7.06%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCGFX William Blair Large Cap Growth Fund | 7.06% | 5.97% | 0.00% | 0.82% | 4.29% | 3.83% | 6.46% | 17.08% | 0.56% | 1.10% | 9.86% | 9.28% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LCGFX vs. SPY - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -37.25%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LCGFX and SPY. For additional features, visit the drawdowns tool.
Volatility
LCGFX vs. SPY - Volatility Comparison
William Blair Large Cap Growth Fund (LCGFX) has a higher volatility of 15.51% compared to SPDR S&P 500 ETF (SPY) at 14.52%. This indicates that LCGFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.