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.
Performance
LCGFX vs. VOO - Performance Comparison
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LCGFX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, LCGFX achieves a -12.48% return, which is significantly lower than VOO's -3.66% return. Both investments have delivered pretty close results over the past 10 years, with LCGFX having a 14.79% annualized return and VOO not far behind at 14.14%.
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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
LCGFX vs. VOO — Risk / Return Rank
LCGFX
VOO
LCGFX vs. VOO - Risk-Adjusted Trends 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.
| LCGFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.01 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.53 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.55 | -1.24 |
Martin ratioReturn relative to average drawdown | 0.96 | 7.31 | -6.34 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.01 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.71 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.83 | -0.52 |
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.
Dividends
LCGFX vs. VOO - Dividend Comparison
LCGFX's dividend yield for the trailing twelve months is around 9.78%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
LCGFX vs. VOO - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -62.95%, 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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Drawdown Indicators
| LCGFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.95% | -33.99% | -28.96% |
Max Drawdown (1Y)Largest decline over 1 year | -20.59% | -11.98% | -8.61% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -24.52% | -12.73% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -33.99% | -3.26% |
Current DrawdownCurrent decline from peak | -17.85% | -5.55% | -12.30% |
Average DrawdownAverage peak-to-trough decline | -21.57% | -3.72% | -17.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 2.55% | +4.12% |
Volatility
LCGFX vs. VOO - Volatility Comparison
William Blair Large Cap Growth Fund (LCGFX) has a higher volatility of 6.30% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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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Volatility by Period
| LCGFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 5.34% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.19% | 9.47% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 18.11% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.78% | 16.82% | +4.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.24% | 17.99% | +3.25% |