LEXCX vs. VHT
Compare and contrast key facts about Voya Corporate Leaders Trust Fund (LEXCX) and Vanguard Health Care ETF (VHT).
LEXCX is managed by Voya. It was launched on Nov 18, 1935. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEXCX or VHT.
Key characteristics
| LEXCX | VHT | |
|---|---|---|
| YTD Return | 6.12% | 9.00% |
| 1Y Return | 12.52% | 18.49% |
| 3Y Return (Ann) | 9.35% | 2.95% |
| 5Y Return (Ann) | 11.23% | 10.61% |
| 10Y Return (Ann) | 9.21% | 9.86% |
| Sharpe Ratio | 1.05 | 1.76 |
| Sortino Ratio | 1.53 | 2.45 |
| Omega Ratio | 1.18 | 1.32 |
| Calmar Ratio | 1.45 | 1.49 |
| Martin Ratio | 3.51 | 8.41 |
| Ulcer Index | 3.50% | 2.30% |
| Daily Std Dev | 11.78% | 10.97% |
| Max Drawdown | -50.42% | -39.12% |
| Current Drawdown | -7.41% | -5.78% |
Correlation
The correlation between LEXCX and VHT is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LEXCX vs. VHT - Performance Comparison
In the year-to-date period, LEXCX achieves a 6.12% return, which is significantly lower than VHT's 9.00% return. Over the past 10 years, LEXCX has underperformed VHT with an annualized return of 9.21%, while VHT has yielded a comparatively higher 9.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LEXCX vs. VHT - Expense Ratio Comparison
LEXCX has a 0.52% expense ratio, which is higher than VHT's 0.10% expense ratio.
Risk-Adjusted Performance
LEXCX vs. VHT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and Vanguard Health Care ETF (VHT). 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
LEXCX vs. VHT - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.54%, more than VHT's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 1.54% | 1.58% | 1.65% | 1.54% | 1.91% | 2.78% | 2.03% | 1.79% | 3.93% | 2.37% | 5.64% | 1.53% |
VHT Vanguard Health Care ETF | 1.42% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
Drawdowns
LEXCX vs. VHT - Drawdown Comparison
The maximum LEXCX drawdown since its inception was -50.42%, which is greater than VHT's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for LEXCX and VHT. For additional features, visit the drawdowns tool.
Volatility
LEXCX vs. VHT - Volatility Comparison
Voya Corporate Leaders Trust Fund (LEXCX) has a higher volatility of 3.17% compared to Vanguard Health Care ETF (VHT) at 2.97%. This indicates that LEXCX's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.