LGILX vs. VOO
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Vanguard S&P 500 ETF (VOO).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGILX or VOO.
Correlation
The correlation between LGILX and VOO is 0.89, 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
LGILX vs. VOO - Performance Comparison
Key characteristics
LGILX:
-0.53
VOO:
-0.07
LGILX:
-0.55
VOO:
0.01
LGILX:
0.92
VOO:
1.00
LGILX:
-0.28
VOO:
-0.07
LGILX:
-1.49
VOO:
-0.36
LGILX:
8.00%
VOO:
3.31%
LGILX:
22.65%
VOO:
15.79%
LGILX:
-54.56%
VOO:
-33.99%
LGILX:
-42.19%
VOO:
-17.13%
Returns By Period
In the year-to-date period, LGILX achieves a -18.64% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, LGILX has underperformed VOO with an annualized return of 2.03%, while VOO has yielded a comparatively higher 11.35% annualized return.
LGILX
-18.64%
-15.75%
-20.26%
-10.58%
2.56%
2.03%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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. VOO - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LGILX vs. VOO — Risk-Adjusted Performance Rank
LGILX
VOO
LGILX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Vanguard S&P 500 ETF (VOO). 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
LGILX vs. VOO - Dividend Comparison
LGILX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LGILX vs. VOO - Drawdown Comparison
The maximum LGILX drawdown since its inception was -54.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LGILX and VOO. For additional features, visit the drawdowns tool.
Volatility
LGILX vs. VOO - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 10.96% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.