LCSIX vs. VOOG
Compare and contrast key facts about LoCorr Long/Short Commodity Strategies Fund (LCSIX) and Vanguard S&P 500 Growth ETF (VOOG).
LCSIX is managed by LoCorr Funds. It was launched on Dec 29, 2011. 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
LCSIX vs. VOOG - Performance Comparison
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LCSIX vs. VOOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.78% | 1.13% | -8.29% | -3.07% | 6.04% | 14.90% | 9.90% | -5.97% | 15.16% | 6.19% |
VOOG Vanguard S&P 500 Growth ETF | -8.17% | 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, LCSIX achieves a 2.78% return, which is significantly higher than VOOG's -8.17% return. Over the past 10 years, LCSIX has underperformed VOOG with an annualized return of 2.75%, while VOOG has yielded a comparatively higher 15.71% annualized return.
LCSIX
- 1D
- 0.57%
- 1M
- 0.91%
- YTD
- 2.78%
- 6M
- 1.28%
- 1Y
- 0.27%
- 3Y*
- -2.12%
- 5Y*
- 2.03%
- 10Y*
- 2.75%
VOOG
- 1D
- 4.02%
- 1M
- -5.34%
- YTD
- -8.17%
- 6M
- -6.12%
- 1Y
- 22.53%
- 3Y*
- 21.80%
- 5Y*
- 12.17%
- 10Y*
- 15.71%
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LCSIX vs. VOOG - Expense Ratio Comparison
LCSIX has a 1.75% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
LCSIX vs. VOOG — Risk / Return Rank
LCSIX
VOOG
LCSIX vs. VOOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LoCorr Long/Short Commodity Strategies Fund (LCSIX) 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.
| LCSIX | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.02 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.25 | 1.58 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.22 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.66 | -1.42 |
Martin ratioReturn relative to average drawdown | 0.49 | 6.53 | -6.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCSIX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.02 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.58 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.76 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.38 |
Correlation
The correlation between LCSIX and VOOG is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LCSIX vs. VOOG - Dividend Comparison
LCSIX's dividend yield for the trailing twelve months is around 2.26%, more than VOOG's 0.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSIX LoCorr Long/Short Commodity Strategies Fund | 2.26% | 2.32% | 2.75% | 1.88% | 10.75% | 7.14% | 2.94% | 0.54% | 12.36% | 0.02% | 3.21% | 7.36% |
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
LCSIX vs. VOOG - Drawdown Comparison
The maximum LCSIX drawdown since its inception was -25.13%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for LCSIX and VOOG.
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Drawdown Indicators
| LCSIX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -32.73% | +7.60% |
Max Drawdown (1Y)Largest decline over 1 year | -4.31% | -13.71% | +9.40% |
Max Drawdown (5Y)Largest decline over 5 years | -13.21% | -32.73% | +19.52% |
Max Drawdown (10Y)Largest decline over 10 years | -13.71% | -32.73% | +19.02% |
Current DrawdownCurrent decline from peak | -8.74% | -10.25% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -5.00% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 3.50% | -1.35% |
Volatility
LCSIX vs. VOOG - Volatility Comparison
The current volatility for LoCorr Long/Short Commodity Strategies Fund (LCSIX) is 1.44%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.15%. This indicates that LCSIX 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.
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Volatility by Period
| LCSIX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 7.15% | -5.71% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 12.62% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 22.25% | -15.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 21.16% | -15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.71% | 20.65% | -13.94% |