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.
Performance
LCSSX vs. XMHQ - Performance Comparison
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LCSSX vs. XMHQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | -7.82% | 7.26% | 21.54% | 24.25% | -33.06% | 20.27% | 58.86% | 33.60% | 10.56% | 39.04% |
XMHQ Invesco S&P MidCap Quality ETF | 2.09% | 4.71% | 16.79% | 29.51% | -12.42% | 20.98% | 26.61% | 27.18% | -9.08% | 15.64% |
Returns By Period
In the year-to-date period, LCSSX achieves a -7.82% return, which is significantly lower than XMHQ's 2.09% return. Over the past 10 years, LCSSX has outperformed XMHQ with an annualized return of 16.03%, while XMHQ has yielded a comparatively lower 12.53% annualized return.
LCSSX
- 1D
- 3.19%
- 1M
- -5.91%
- YTD
- -7.82%
- 6M
- -9.53%
- 1Y
- 7.84%
- 3Y*
- 11.28%
- 5Y*
- 2.22%
- 10Y*
- 16.03%
XMHQ
- 1D
- 1.01%
- 1M
- -4.01%
- YTD
- 2.09%
- 6M
- -0.40%
- 1Y
- 13.46%
- 3Y*
- 14.90%
- 5Y*
- 8.29%
- 10Y*
- 12.53%
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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.
Return for Risk
LCSSX vs. XMHQ — Risk / Return Rank
LCSSX
XMHQ
LCSSX vs. XMHQ - Risk-Adjusted Trends 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.
| LCSSX | XMHQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.67 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.13 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.18 | -0.59 |
Martin ratioReturn relative to average drawdown | 1.89 | 4.29 | -2.39 |
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 | XMHQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.67 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.40 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.61 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.44 | +0.31 |
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.
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 0.59%.
| 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% |
XMHQ Invesco S&P MidCap Quality ETF | 0.59% | 0.64% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.63% | 1.34% |
Drawdowns
LCSSX vs. XMHQ - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -43.46%, 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.
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Drawdown Indicators
| LCSSX | XMHQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -58.19% | +14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -12.54% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -43.46% | -25.47% | -17.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.46% | -36.90% | -6.56% |
Current DrawdownCurrent decline from peak | -11.51% | -4.40% | -7.11% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -9.35% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 3.44% | +0.96% |
Volatility
LCSSX vs. XMHQ - Volatility Comparison
ClearBridge Select Fund (LCSSX) has a higher volatility of 6.53% compared to Invesco S&P MidCap Quality ETF (XMHQ) at 5.99%. This indicates that LCSSX's price experiences larger fluctuations and is considered to be riskier than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSSX | XMHQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 5.99% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 11.42% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 20.29% | +0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 20.76% | +1.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 20.69% | +1.24% |