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.
Performance
LCSSX vs. SPGP - Performance Comparison
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LCSSX vs. SPGP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | -10.67% | 7.26% | 21.54% | 24.25% | -33.06% | 20.27% | 58.86% | 33.60% | 10.56% | 39.04% |
SPGP Invesco S&P 500 GARP ETF | -5.19% | 9.80% | 8.48% | 20.29% | -13.83% | 35.72% | 15.92% | 39.16% | 1.68% | 36.24% |
Returns By Period
In the year-to-date period, LCSSX achieves a -10.67% return, which is significantly lower than SPGP's -5.19% return. Over the past 10 years, LCSSX has outperformed SPGP with an annualized return of 15.67%, while SPGP has yielded a comparatively lower 13.70% annualized return.
LCSSX
- 1D
- -0.70%
- 1M
- -8.33%
- YTD
- -10.67%
- 6M
- -12.76%
- 1Y
- 5.24%
- 3Y*
- 10.12%
- 5Y*
- 1.92%
- 10Y*
- 15.67%
SPGP
- 1D
- 3.24%
- 1M
- -6.43%
- YTD
- -5.19%
- 6M
- -4.81%
- 1Y
- 8.81%
- 3Y*
- 9.45%
- 5Y*
- 6.73%
- 10Y*
- 13.70%
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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.
Return for Risk
LCSSX vs. SPGP — Risk / Return Rank
LCSSX
SPGP
LCSSX vs. SPGP - Risk-Adjusted Trends 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.
| LCSSX | SPGP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.41 | -0.16 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.74 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.10 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.65 | -0.43 |
Martin ratioReturn relative to average drawdown | 0.71 | 2.64 | -1.93 |
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
| LCSSX | SPGP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.41 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.37 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.65 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.70 | +0.03 |
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.
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 0.98%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.26% | 0.00% | 0.00% | 1.28% | 2.11% | 1.12% | 5.25% |
SPGP Invesco S&P 500 GARP ETF | 0.98% | 1.04% | 1.38% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% |
Drawdowns
LCSSX vs. SPGP - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -43.46%, roughly equal to the maximum SPGP drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for LCSSX and SPGP.
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Drawdown Indicators
| LCSSX | SPGP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -42.08% | -1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -15.00% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -43.46% | -22.87% | -20.59% |
Max Drawdown (10Y)Largest decline over 10 years | -43.46% | -42.08% | -1.38% |
Current DrawdownCurrent decline from peak | -14.24% | -8.27% | -5.97% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -4.39% | -4.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 3.68% | +0.66% |
Volatility
LCSSX vs. SPGP - Volatility Comparison
The current volatility for ClearBridge Select Fund (LCSSX) is 5.54%, while Invesco S&P 500 GARP ETF (SPGP) has a volatility of 6.32%. This indicates that LCSSX experiences smaller price fluctuations and is considered to be less risky than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSSX | SPGP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 6.32% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 11.82% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.32% | 21.82% | -1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.82% | 18.49% | +3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 21.17% | +0.74% |