LCGFX vs. VOOG

In the year-to-date period, LCGFX achieves a 25.89% return, which is significantly lower than VOOG's 31.46% return. Over the past 10 years, LCGFX has underperformed VOOG with an annualized return of 10.26%, while VOOG has yielded a comparatively higher 14.84% annualized return.

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LCGFX has a 0.65% expense ratio, which is higher than VOOG's 0.10% expense ratio.

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.

The current LCGFX Sharpe Ratio is 2.04, which is comparable to the VOOG Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of LCGFX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCGFX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.61%.

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.

William Blair Large Cap Growth Fund (LCGFX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 5.78% and 5.61%, 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.