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 0.72, 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:
1.07
XMHQ:
0.19
LCSSX:
1.53
XMHQ:
0.40
LCSSX:
1.19
XMHQ:
1.05
LCSSX:
0.70
XMHQ:
0.30
LCSSX:
5.16
XMHQ:
0.66
LCSSX:
3.43%
XMHQ:
5.39%
LCSSX:
16.47%
XMHQ:
18.26%
LCSSX:
-45.27%
XMHQ:
-58.19%
LCSSX:
-7.83%
XMHQ:
-11.77%
Returns By Period
In the year-to-date period, LCSSX achieves a 1.05% return, which is significantly higher than XMHQ's -2.21% return. Over the past 10 years, LCSSX has outperformed XMHQ with an annualized return of 13.30%, while XMHQ has yielded a comparatively lower 10.82% annualized return.
LCSSX
1.05%
-3.69%
10.28%
16.34%
12.51%
13.30%
XMHQ
-2.21%
-7.45%
-5.13%
0.90%
15.00%
10.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
LCSSX
XMHQ
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 5.32%.
| 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% |
XMHQ Invesco S&P MidCap Quality ETF | 5.32% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
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
ClearBridge Select Fund (LCSSX) and Invesco S&P MidCap Quality ETF (XMHQ) have volatilities of 5.04% and 4.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.