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.
Key characteristics
LCGFX | SPY | |
---|---|---|
YTD Return | 21.71% | 18.86% |
1Y Return | 37.25% | 28.13% |
3Y Return (Ann) | 7.91% | 9.87% |
5Y Return (Ann) | 16.87% | 15.23% |
10Y Return (Ann) | 16.00% | 12.80% |
Sharpe Ratio | 2.10 | 2.21 |
Daily Std Dev | 16.90% | 12.60% |
Max Drawdown | -37.25% | -55.19% |
Current Drawdown | -1.90% | -0.61% |
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
In the year-to-date period, LCGFX achieves a 21.71% return, which is significantly higher than SPY's 18.86% return. Over the past 10 years, LCGFX has outperformed SPY with an annualized return of 16.00%, while SPY has yielded a comparatively lower 12.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.94%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
William Blair Large Cap Growth Fund | 0.00% | 0.00% | 0.82% | 4.29% | 3.83% | 6.46% | 17.08% | 0.56% | 1.10% | 9.86% | 9.28% | 7.51% |
SPDR S&P 500 ETF | 0.94% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 5.49% compared to SPDR S&P 500 ETF (SPY) at 3.84%. 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.