LCSSX vs. SPGP
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and Invesco S&P 500 GARP ETF (SPGP).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. SPGP is a passively managed fund by Invesco that tracks the performance of the S&P 500 GARP Index. It was launched on Jun 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCSSX or SPGP.
Correlation
The correlation between LCSSX and SPGP is 0.79, 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
LCSSX vs. SPGP - Performance Comparison
Key characteristics
LCSSX:
1.07
SPGP:
0.62
LCSSX:
1.53
SPGP:
0.93
LCSSX:
1.19
SPGP:
1.12
LCSSX:
0.70
SPGP:
0.96
LCSSX:
5.16
SPGP:
2.58
LCSSX:
3.43%
SPGP:
3.56%
LCSSX:
16.47%
SPGP:
14.87%
LCSSX:
-45.27%
SPGP:
-42.08%
LCSSX:
-7.83%
SPGP:
-5.57%
Returns By Period
In the year-to-date period, LCSSX achieves a 1.05% return, which is significantly higher than SPGP's 0.92% return. Both investments have delivered pretty close results over the past 10 years, with LCSSX having a 13.30% annualized return and SPGP not far ahead at 13.37%.
LCSSX
1.05%
-3.69%
10.28%
16.34%
12.51%
13.30%
SPGP
0.92%
-4.86%
2.43%
6.89%
12.97%
13.37%
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LCSSX vs. SPGP - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is higher than SPGP's 0.36% expense ratio.
Risk-Adjusted Performance
LCSSX vs. SPGP — Risk-Adjusted Performance Rank
LCSSX
SPGP
LCSSX vs. SPGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and Invesco S&P 500 GARP ETF (SPGP). 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
LCSSX vs. SPGP - Dividend Comparison
LCSSX has not paid dividends to shareholders, while SPGP's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPGP Invesco S&P 500 GARP ETF | 1.37% | 1.38% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% |
Drawdowns
LCSSX vs. SPGP - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -45.27%, which is greater than SPGP's maximum drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for LCSSX and SPGP. For additional features, visit the drawdowns tool.
Volatility
LCSSX vs. SPGP - Volatility Comparison
ClearBridge Select Fund (LCSSX) has a higher volatility of 5.04% compared to Invesco S&P 500 GARP ETF (SPGP) at 4.26%. This indicates that LCSSX's price experiences larger fluctuations and is considered to be riskier than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.