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.
Performance
LGILX vs. VOO - Performance Comparison
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LGILX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, LGILX achieves a -11.81% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, LGILX has underperformed VOO with an annualized return of 12.85%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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LGILX vs. VOO - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
LGILX vs. VOO — Risk / Return Rank
LGILX
VOO
LGILX vs. VOO - Risk-Adjusted Trends 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.
| LGILX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.98 | -1.08 |
Sortino ratioReturn per unit of downside risk | 0.04 | 1.50 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.23 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.53 | -1.83 |
Martin ratioReturn relative to average drawdown | -0.76 | 7.29 | -8.05 |
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
| LGILX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.98 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.70 | -0.51 |
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 | 0.83 | -0.52 |
Correlation
The correlation between LGILX and VOO is 0.90, 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. VOO - Dividend Comparison
LGILX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
LGILX vs. VOO - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, 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.
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Drawdown Indicators
| LGILX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -33.99% | -33.75% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -11.98% | -14.20% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -24.52% | -18.48% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -33.99% | -9.01% |
Current DrawdownCurrent decline from peak | -26.18% | -6.29% | -19.89% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -3.72% | -17.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.10% | 2.52% | +7.58% |
Volatility
LGILX vs. VOO - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 5.61% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| LGILX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 5.29% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 9.44% | +10.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.38% | 18.10% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.23% | 16.82% | +9.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.04% | 17.99% | +6.05% |