LCGFX vs. VCR
Compare and contrast key facts about William Blair Large Cap Growth Fund (LCGFX) and Vanguard Consumer Discretionary ETF (VCR).
LCGFX is managed by William Blair. It was launched on Dec 27, 1999. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004.
Performance
LCGFX vs. VCR - Performance Comparison
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LCGFX vs. VCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCGFX William Blair Large Cap Growth Fund | -12.48% | 11.79% | 26.09% | 40.48% | -32.48% | 28.29% | 36.64% | 36.44% | 5.18% | 31.29% |
VCR Vanguard Consumer Discretionary ETF | -7.95% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 27.45% | -2.31% | 22.82% |
Returns By Period
In the year-to-date period, LCGFX achieves a -12.48% return, which is significantly lower than VCR's -7.95% return. Over the past 10 years, LCGFX has outperformed VCR with an annualized return of 14.79%, while VCR has yielded a comparatively lower 12.56% annualized return.
LCGFX
- 1D
- 3.25%
- 1M
- -5.59%
- YTD
- -12.48%
- 6M
- -14.11%
- 1Y
- 7.92%
- 3Y*
- 15.75%
- 5Y*
- 7.62%
- 10Y*
- 14.79%
VCR
- 1D
- 0.80%
- 1M
- -4.51%
- YTD
- -7.95%
- 6M
- -8.86%
- 1Y
- 10.82%
- 3Y*
- 13.67%
- 5Y*
- 4.88%
- 10Y*
- 12.56%
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LCGFX vs. VCR - Expense Ratio Comparison
LCGFX has a 0.65% expense ratio, which is higher than VCR's 0.10% expense ratio.
Return for Risk
LCGFX vs. VCR — Risk / Return Rank
LCGFX
VCR
LCGFX vs. VCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Large Cap Growth Fund (LCGFX) and Vanguard Consumer Discretionary ETF (VCR). 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.
| LCGFX | VCR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.45 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.83 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.77 | -0.46 |
Martin ratioReturn relative to average drawdown | 0.96 | 2.51 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCGFX | VCR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.45 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.20 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.56 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.49 | -0.18 |
Correlation
The correlation between LCGFX and VCR is 0.83, 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.
Dividends
LCGFX vs. VCR - Dividend Comparison
LCGFX's dividend yield for the trailing twelve months is around 9.78%, more than VCR's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCGFX William Blair Large Cap Growth Fund | 9.78% | 8.56% | 5.97% | 0.00% | 0.82% | 4.29% | 3.83% | 6.46% | 17.08% | 0.56% | 1.10% | 9.86% |
VCR Vanguard Consumer Discretionary ETF | 0.79% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
Drawdowns
LCGFX vs. VCR - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -62.95%, roughly equal to the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for LCGFX and VCR.
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Drawdown Indicators
| LCGFX | VCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.95% | -61.54% | -1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -20.59% | -15.59% | -5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -39.20% | +1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -39.20% | +1.95% |
Current DrawdownCurrent decline from peak | -17.85% | -12.14% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -21.57% | -9.43% | -12.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 4.78% | +1.89% |
Volatility
LCGFX vs. VCR - Volatility Comparison
The current volatility for William Blair Large Cap Growth Fund (LCGFX) is 6.30%, while Vanguard Consumer Discretionary ETF (VCR) has a volatility of 7.41%. This indicates that LCGFX experiences smaller price fluctuations and is considered to be less risky than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCGFX | VCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 7.41% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.19% | 13.96% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 24.28% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.78% | 23.94% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.24% | 22.33% | -1.09% |