LCGFX vs. VONG
Compare and contrast key facts about William Blair Large Cap Growth Fund (LCGFX) and Vanguard Russell 1000 Growth ETF (VONG).
LCGFX is managed by William Blair. It was launched on Dec 27, 1999. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCGFX or VONG.
Key characteristics
| LCGFX | VONG | |
|---|---|---|
| YTD Return | 29.38% | 32.13% |
| 1Y Return | 42.07% | 45.17% |
| 3Y Return (Ann) | 4.81% | 10.37% |
| 5Y Return (Ann) | 14.66% | 20.12% |
| 10Y Return (Ann) | 10.55% | 16.75% |
| Sharpe Ratio | 2.47 | 2.62 |
| Sortino Ratio | 3.21 | 3.36 |
| Omega Ratio | 1.45 | 1.48 |
| Calmar Ratio | 2.10 | 3.35 |
| Martin Ratio | 13.69 | 13.22 |
| Ulcer Index | 2.99% | 3.32% |
| Daily Std Dev | 16.57% | 16.76% |
| Max Drawdown | -39.85% | -32.72% |
| Current Drawdown | -0.03% | 0.00% |
Correlation
The correlation between LCGFX and VONG is 0.95, 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. VONG - Performance Comparison
In the year-to-date period, LCGFX achieves a 29.38% return, which is significantly lower than VONG's 32.13% return. Over the past 10 years, LCGFX has underperformed VONG with an annualized return of 10.55%, while VONG has yielded a comparatively higher 16.75% 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. VONG - Expense Ratio Comparison
LCGFX has a 0.65% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
LCGFX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Large Cap Growth Fund (LCGFX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
LCGFX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCGFX William Blair Large Cap Growth Fund | 0.00% | 0.00% | 0.11% | 0.00% | 0.21% | 0.28% | 0.13% | 0.00% | 0.31% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.58% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
LCGFX vs. VONG - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -39.85%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for LCGFX and VONG. For additional features, visit the drawdowns tool.
Volatility
LCGFX vs. VONG - Volatility Comparison
William Blair Large Cap Growth Fund (LCGFX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.37% and 5.19%, 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.