LCSSX vs. XMHQ

In the year-to-date period, LCSSX achieves a 4.51% return, which is significantly lower than XMHQ's 5.48% return. Over the past 10 years, LCSSX has outperformed XMHQ with an annualized return of 14.47%, while XMHQ has yielded a comparatively lower 12.15% annualized return.

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LCSSX has a 0.99% expense ratio, which is higher than XMHQ's 0.25% expense ratio.

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.

The current LCSSX Sharpe Ratio is 1.56, which is higher than the XMHQ Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of LCSSX and XMHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCSSX has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 4.93%.

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.

ClearBridge Select Fund (LCSSX) has a higher volatility of 4.39% compared to Invesco S&P MidCap Quality ETF (XMHQ) at 3.92%. 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.