LCSSX vs. XMHQ
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and Invesco S&P MidCap Quality ETF (XMHQ).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCSSX or XMHQ.
Correlation
The correlation between LCSSX and XMHQ is 0.71, 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. XMHQ - Performance Comparison
Key characteristics
LCSSX:
1.45
XMHQ:
0.97
LCSSX:
2.00
XMHQ:
1.46
LCSSX:
1.26
XMHQ:
1.17
LCSSX:
0.85
XMHQ:
1.72
LCSSX:
7.74
XMHQ:
4.03
LCSSX:
3.05%
XMHQ:
4.40%
LCSSX:
16.29%
XMHQ:
18.24%
LCSSX:
-45.27%
XMHQ:
-58.19%
LCSSX:
-7.32%
XMHQ:
-8.80%
Returns By Period
In the year-to-date period, LCSSX achieves a 23.51% return, which is significantly higher than XMHQ's 18.06% return. Over the past 10 years, LCSSX has outperformed XMHQ with an annualized return of 13.40%, while XMHQ has yielded a comparatively lower 11.43% annualized return.
LCSSX
23.51%
-3.18%
17.02%
23.53%
13.74%
13.40%
XMHQ
18.06%
-6.71%
1.43%
17.22%
15.46%
11.43%
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LCSSX vs. XMHQ - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
LCSSX vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and Invesco S&P MidCap Quality ETF (XMHQ). 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. XMHQ - Dividend Comparison
LCSSX has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 5.14%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 3.67% |
XMHQ Invesco S&P MidCap Quality ETF | 5.14% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% | 1.11% |
Drawdowns
LCSSX vs. XMHQ - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for LCSSX and XMHQ. For additional features, visit the drawdowns tool.
Volatility
LCSSX vs. XMHQ - Volatility Comparison
The current volatility for ClearBridge Select Fund (LCSSX) is 5.21%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 5.89%. This indicates that LCSSX experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.