Correlation
The correlation between LCGFX 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.
LCGFX vs. VOO
Compare and contrast key facts about William Blair Large Cap Growth Fund (LCGFX) and Vanguard S&P 500 ETF (VOO).
LCGFX is managed by William Blair. It was launched on Dec 27, 1999. 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: LCGFX or VOO.
Performance
LCGFX vs. VOO - Performance Comparison
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Key characteristics
LCGFX:
0.43
VOO:
0.72
LCGFX:
0.63
VOO:
1.14
LCGFX:
1.09
VOO:
1.17
LCGFX:
0.33
VOO:
0.76
LCGFX:
1.03
VOO:
2.87
LCGFX:
7.59%
VOO:
4.94%
LCGFX:
24.38%
VOO:
19.55%
LCGFX:
-37.25%
VOO:
-33.99%
LCGFX:
-5.78%
VOO:
-2.99%
Returns By Period
In the year-to-date period, LCGFX achieves a -0.68% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, LCGFX has outperformed VOO with an annualized return of 14.92%, while VOO has yielded a comparatively lower 12.96% annualized return.
LCGFX
-0.68%
6.39%
-3.66%
10.32%
16.44%
13.86%
14.92%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
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LCGFX vs. VOO - Expense Ratio Comparison
LCGFX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LCGFX vs. VOO — Risk-Adjusted Performance Rank
LCGFX
VOO
LCGFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Large Cap Growth Fund (LCGFX) 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.
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Dividends
LCGFX vs. VOO - Dividend Comparison
LCGFX's dividend yield for the trailing twelve months is around 6.01%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCGFX William Blair Large Cap Growth Fund | 6.01% | 5.97% | 0.00% | 0.82% | 4.29% | 3.83% | 6.46% | 17.08% | 0.56% | 1.10% | 9.86% | 9.28% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LCGFX vs. VOO - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -37.25%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LCGFX and VOO.
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Volatility
LCGFX vs. VOO - Volatility Comparison
William Blair Large Cap Growth Fund (LCGFX) has a higher volatility of 5.77% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that LCGFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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