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:
1.31
VOOG:
2.34
LCGFX:
1.74
VOOG:
2.99
LCGFX:
1.25
VOOG:
1.42
LCGFX:
1.62
VOOG:
3.19
LCGFX:
7.25
VOOG:
12.65
LCGFX:
3.22%
VOOG:
3.25%
LCGFX:
17.78%
VOOG:
17.54%
LCGFX:
-39.85%
VOOG:
-32.73%
LCGFX:
-7.42%
VOOG:
-0.07%
Returns By Period
In the year-to-date period, LCGFX achieves a 23.05% return, which is significantly lower than VOOG's 40.94% return. Over the past 10 years, LCGFX has underperformed VOOG with an annualized return of 10.81%, while VOOG has yielded a comparatively higher 15.40% annualized return.
LCGFX
23.05%
-3.68%
2.47%
23.35%
13.36%
10.81%
VOOG
40.94%
5.91%
13.96%
41.05%
17.78%
15.40%
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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 0.47%.
| 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 | 0.47% | 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) has a higher volatility of 7.42% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.97%. This indicates that LCGFX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.