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.
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
Key characteristics
LCGFX:
0.76
VOOG:
1.78
LCGFX:
1.10
VOOG:
2.33
LCGFX:
1.15
VOOG:
1.32
LCGFX:
1.21
VOOG:
2.54
LCGFX:
3.27
VOOG:
9.83
LCGFX:
4.26%
VOOG:
3.32%
LCGFX:
18.17%
VOOG:
18.22%
LCGFX:
-39.85%
VOOG:
-32.73%
LCGFX:
-8.74%
VOOG:
-2.37%
Returns By Period
In the year-to-date period, LCGFX achieves a 1.84% return, which is significantly lower than VOOG's 2.61% return. Over the past 10 years, LCGFX has underperformed VOOG with an annualized return of 10.66%, while VOOG has yielded a comparatively higher 15.45% annualized return.
LCGFX
1.84%
1.84%
6.51%
14.91%
12.56%
10.66%
VOOG
2.61%
2.61%
19.21%
33.46%
17.11%
15.45%
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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 Rank
LCGFX
VOOG
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's dividend yield for the trailing twelve months is around 0.06%, less than VOOG's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCGFX William Blair Large Cap Growth Fund | 0.06% | 0.06% | 0.00% | 0.11% | 0.00% | 0.21% | 0.28% | 0.13% | 0.00% | 0.31% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
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
The current volatility for William Blair Large Cap Growth Fund (LCGFX) is 5.69%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 6.46%. 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.