LCGFX vs. VOOG
Compare and contrast key facts about William Blair Large Cap Growth Fund (LCGFX) and Vanguard S&P 500 Growth ETF (VOOG).
LCGFX is managed by William Blair. It was launched on Dec 27, 1999. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
LCGFX vs. VOOG - Performance Comparison
Loading graphics...
LCGFX vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, LCGFX achieves a -12.48% return, which is significantly lower than VOOG's -6.97% return. Over the past 10 years, LCGFX has underperformed VOOG with an annualized return of 14.79%, while VOOG has yielded a comparatively higher 15.86% 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%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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. VOOG - Expense Ratio Comparison
LCGFX has a 0.65% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
LCGFX vs. VOOG — Risk / Return Rank
LCGFX
VOOG
LCGFX vs. VOOG - 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 Growth ETF (VOOG). 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 | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.05 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.62 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 1.76 | -1.45 |
Martin ratioReturn relative to average drawdown | 0.96 | 6.81 | -5.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LCGFX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.05 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.59 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.84 | -0.52 |
Correlation
The correlation between LCGFX and VOOG 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.
Dividends
LCGFX vs. VOOG - Dividend Comparison
LCGFX's dividend yield for the trailing twelve months is around 9.78%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
LCGFX vs. VOOG - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -62.95%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for LCGFX and VOOG.
Loading graphics...
Drawdown Indicators
| LCGFX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.95% | -32.73% | -30.22% |
Max Drawdown (1Y)Largest decline over 1 year | -20.59% | -13.71% | -6.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -32.73% | -4.52% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -32.73% | -4.52% |
Current DrawdownCurrent decline from peak | -17.85% | -9.07% | -8.78% |
Average DrawdownAverage peak-to-trough decline | -21.57% | -5.01% | -16.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.67% | 3.54% | +3.13% |
Volatility
LCGFX vs. VOOG - Volatility Comparison
The current volatility for William Blair Large Cap Growth Fund (LCGFX) is 6.30%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that LCGFX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LCGFX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 7.28% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.19% | 12.68% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 22.28% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.78% | 21.16% | +0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.24% | 20.65% | +0.59% |