LGUG.L vs. VONG
Compare and contrast key facts about L&G US Equity UCITS ETF (LGUG.L) and Vanguard Russell 1000 Growth ETF (VONG).
LGUG.L and VONG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LGUG.L is a passively managed fund by Legal & General that tracks the performance of the Russell 1000 TR USD. It was launched on Nov 7, 2018. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. Both LGUG.L and VONG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGUG.L or VONG.
Key characteristics
| LGUG.L | VONG | |
|---|---|---|
| YTD Return | 24.66% | 32.13% |
| 1Y Return | 31.61% | 45.17% |
| 3Y Return (Ann) | 11.10% | 10.37% |
| 5Y Return (Ann) | 18.64% | 20.12% |
| Sharpe Ratio | 2.71 | 2.62 |
| Sortino Ratio | 3.84 | 3.36 |
| Omega Ratio | 1.52 | 1.48 |
| Calmar Ratio | 4.70 | 3.35 |
| Martin Ratio | 18.93 | 13.22 |
| Ulcer Index | 1.64% | 3.32% |
| Daily Std Dev | 11.40% | 16.76% |
| Max Drawdown | -24.75% | -32.72% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between LGUG.L and VONG is 0.49, 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
LGUG.L vs. VONG - Performance Comparison
In the year-to-date period, LGUG.L achieves a 24.66% return, which is significantly lower than VONG's 32.13% 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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LGUG.L vs. VONG - Expense Ratio Comparison
LGUG.L has a 0.05% expense ratio, which is lower than VONG's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LGUG.L vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G US Equity UCITS ETF (LGUG.L) and Vanguard Russell 1000 Growth ETF (VONG). 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
LGUG.L vs. VONG - Dividend Comparison
LGUG.L has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGUG.L L&G US Equity UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.58% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
LGUG.L vs. VONG - Drawdown Comparison
The maximum LGUG.L drawdown since its inception was -24.75%, smaller than the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for LGUG.L and VONG. For additional features, visit the drawdowns tool.
Volatility
LGUG.L vs. VONG - Volatility Comparison
The current volatility for L&G US Equity UCITS ETF (LGUG.L) is 3.33%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.19%. This indicates that LGUG.L experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.