LGILX vs. SPY
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and State Street SPDR S&P 500 ETF (SPY).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
LGILX vs. SPY - Performance Comparison
Loading graphics...
LGILX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | -11.81% | -0.54% | 31.98% | 48.08% | -38.11% | 20.06% | 38.40% | 32.59% | 2.00% | 33.89% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, LGILX achieves a -11.81% return, which is significantly lower than SPY's -4.37% return. Over the past 10 years, LGILX has underperformed SPY with an annualized return of 12.85%, while SPY has yielded a comparatively higher 13.98% annualized return.
LGILX
- 1D
- -0.65%
- 1M
- -8.59%
- YTD
- -11.81%
- 6M
- -22.46%
- 1Y
- -2.73%
- 3Y*
- 13.55%
- 5Y*
- 4.94%
- 10Y*
- 12.85%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LGILX vs. SPY - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
LGILX vs. SPY — Risk / Return Rank
LGILX
SPY
LGILX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and State Street SPDR S&P 500 ETF (SPY). 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.
| LGILX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.93 | -1.03 |
Sortino ratioReturn per unit of downside risk | 0.04 | 1.45 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.22 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.53 | -1.82 |
Martin ratioReturn relative to average drawdown | -0.76 | 7.30 | -8.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LGILX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.93 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.69 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.78 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.56 | -0.25 |
Correlation
The correlation between LGILX and SPY is 0.91, 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
LGILX vs. SPY - Dividend Comparison
LGILX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.14%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 7.95% | 18.16% | 13.58% | 13.58% | 5.22% | 8.46% | 8.42% | 13.64% | 1.65% | 0.00% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
LGILX vs. SPY - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LGILX and SPY.
Loading graphics...
Drawdown Indicators
| LGILX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -55.19% | -12.55% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -12.05% | -14.13% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -24.50% | -18.50% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -33.72% | -9.28% |
Current DrawdownCurrent decline from peak | -26.18% | -6.24% | -19.94% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -9.09% | -12.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.10% | 2.52% | +7.58% |
Volatility
LGILX vs. SPY - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 5.61% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LGILX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 5.31% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 9.47% | +9.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.38% | 19.05% | +7.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.23% | 17.06% | +9.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.04% | 17.92% | +6.12% |