PortfoliosLab logo
LGILX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LGILX and VTI 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.


-0.50.00.51.0
Correlation: 0.9

Performance

LGILX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Select Large Cap Growth Fund (LGILX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%700.00%800.00%NovemberDecember2025FebruaryMarchApril
181.91%
696.51%
LGILX
VTI

Key characteristics

Sharpe Ratio

LGILX:

0.08

VTI:

0.47

Sortino Ratio

LGILX:

0.28

VTI:

0.80

Omega Ratio

LGILX:

1.04

VTI:

1.12

Calmar Ratio

LGILX:

0.05

VTI:

0.49

Martin Ratio

LGILX:

0.21

VTI:

1.99

Ulcer Index

LGILX:

9.66%

VTI:

4.76%

Daily Std Dev

LGILX:

26.09%

VTI:

20.05%

Max Drawdown

LGILX:

-54.56%

VTI:

-55.45%

Current Drawdown

LGILX:

-35.57%

VTI:

-10.40%

Returns By Period

In the year-to-date period, LGILX achieves a -9.32% return, which is significantly lower than VTI's -6.29% return. Over the past 10 years, LGILX has underperformed VTI with an annualized return of 2.91%, while VTI has yielded a comparatively higher 11.43% annualized return.


LGILX

YTD

-9.32%

1M

-2.12%

6M

-12.97%

1Y

0.81%

5Y*

1.32%

10Y*

2.91%

VTI

YTD

-6.29%

1M

-2.99%

6M

-4.58%

1Y

8.93%

5Y*

15.18%

10Y*

11.43%

*Annualized

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. VTI - Expense Ratio Comparison

LGILX has a 0.71% expense ratio, which is higher than VTI's 0.03% expense ratio.


Expense ratio chart for LGILX: current value is 0.71%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
LGILX: 0.71%
Expense ratio chart for VTI: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTI: 0.03%

Risk-Adjusted Performance

LGILX vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LGILX
The Risk-Adjusted Performance Rank of LGILX is 2828
Overall Rank
The Sharpe Ratio Rank of LGILX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of LGILX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of LGILX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of LGILX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of LGILX is 2727
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 5959
Overall Rank
The Sharpe Ratio Rank of VTI is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6060
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6262
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LGILX vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Vanguard Total Stock Market ETF (VTI). 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 chart of Sharpe ratio for LGILX, currently valued at 0.08, compared to the broader market-1.000.001.002.003.00
LGILX: 0.08
VTI: 0.47
The chart of Sortino ratio for LGILX, currently valued at 0.28, compared to the broader market-2.000.002.004.006.008.00
LGILX: 0.28
VTI: 0.80
The chart of Omega ratio for LGILX, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.00
LGILX: 1.04
VTI: 1.12
The chart of Calmar ratio for LGILX, currently valued at 0.05, compared to the broader market0.002.004.006.008.0010.00
LGILX: 0.05
VTI: 0.49
The chart of Martin ratio for LGILX, currently valued at 0.21, compared to the broader market0.0010.0020.0030.0040.0050.00
LGILX: 0.21
VTI: 1.99

The current LGILX Sharpe Ratio is 0.08, which is lower than the VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of LGILX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.08
0.47
LGILX
VTI

Dividends

LGILX vs. VTI - Dividend Comparison

LGILX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.39%.


TTM20242023202220212020201920182017201620152014
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%
VTI
Vanguard Total Stock Market ETF
1.39%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

LGILX vs. VTI - Drawdown Comparison

The maximum LGILX drawdown since its inception was -54.56%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for LGILX and VTI. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-35.57%
-10.40%
LGILX
VTI

Volatility

LGILX vs. VTI - Volatility Comparison

Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 16.38% compared to Vanguard Total Stock Market ETF (VTI) at 14.83%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.38%
14.83%
LGILX
VTI