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 Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCGFX or VOOG.
Key characteristics
| LCGFX | VOOG | |
|---|---|---|
| YTD Return | 29.38% | 35.27% |
| 1Y Return | 42.07% | 46.56% |
| 3Y Return (Ann) | 4.81% | 8.15% |
| 5Y Return (Ann) | 14.66% | 18.15% |
| 10Y Return (Ann) | 10.55% | 15.25% |
| Sharpe Ratio | 2.47 | 2.66 |
| Sortino Ratio | 3.21 | 3.40 |
| Omega Ratio | 1.45 | 1.49 |
| Calmar Ratio | 2.10 | 2.74 |
| Martin Ratio | 13.69 | 14.13 |
| Ulcer Index | 2.99% | 3.21% |
| Daily Std Dev | 16.57% | 17.04% |
| Max Drawdown | -39.85% | -32.73% |
| Current Drawdown | -0.03% | 0.00% |
Correlation
The correlation between LCGFX and VOOG is 0.94, 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. VOOG - Performance Comparison
In the year-to-date period, LCGFX achieves a 29.38% return, which is significantly lower than VOOG's 35.27% return. Over the past 10 years, LCGFX has underperformed VOOG with an annualized return of 10.55%, while VOOG has yielded a comparatively higher 15.25% 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. VOOG - Expense Ratio Comparison
LCGFX has a 0.65% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
LCGFX vs. VOOG - 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 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.
Dividends
LCGFX vs. VOOG - Dividend Comparison
LCGFX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.59%.
| 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.59% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
LCGFX vs. VOOG - Drawdown Comparison
The maximum LCGFX drawdown since its inception was -39.85%, 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. For additional features, visit the drawdowns tool.
Volatility
LCGFX vs. VOOG - Volatility Comparison
William Blair Large Cap Growth Fund (LCGFX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 5.37% and 5.25%, 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.