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.
Key characteristics
| LCGFX | VOO | |
|---|---|---|
| YTD Return | 19.12% | 18.91% |
| 1Y Return | 32.69% | 28.20% |
| 3Y Return (Ann) | 6.42% | 9.93% |
| 5Y Return (Ann) | 16.38% | 15.31% |
| 10Y Return (Ann) | 15.62% | 12.87% |
| Sharpe Ratio | 1.91 | 2.21 |
| Daily Std Dev | 16.79% | 12.64% |
| Max Drawdown | -37.25% | -33.99% |
| Current Drawdown | -3.99% | -0.60% |
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.
Performance
LCGFX vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with LCGFX having a 19.12% return and VOO slightly lower at 18.91%. Over the past 10 years, LCGFX has outperformed VOO with an annualized return of 15.62%, while VOO has yielded a comparatively lower 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
Dividends
LCGFX vs. VOO - Dividend Comparison
LCGFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCGFX 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% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
LCGFX vs. VOO - Volatility Comparison
William Blair Large Cap Growth Fund (LCGFX) has a higher volatility of 5.04% compared to Vanguard S&P 500 ETF (VOO) at 3.83%. 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.