LGUK.L vs. VUG
Compare and contrast key facts about L&G UK Equity UCITS ETF (LGUK.L) and Vanguard Growth ETF (VUG).
LGUK.L and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LGUK.L is a passively managed fund by Legal & General that tracks the performance of the FTSE AllSh TR GBP. It was launched on Nov 7, 2018. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both LGUK.L and VUG 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: LGUK.L or VUG.
Key characteristics
| LGUK.L | VUG | |
|---|---|---|
| YTD Return | 9.41% | 31.90% |
| 1Y Return | 15.20% | 42.41% |
| 3Y Return (Ann) | 7.45% | 9.22% |
| 5Y Return (Ann) | 5.57% | 19.57% |
| Sharpe Ratio | 1.28 | 2.68 |
| Sortino Ratio | 1.91 | 3.43 |
| Omega Ratio | 1.23 | 1.49 |
| Calmar Ratio | 2.53 | 3.48 |
| Martin Ratio | 8.33 | 13.79 |
| Ulcer Index | 1.70% | 3.28% |
| Daily Std Dev | 11.13% | 16.82% |
| Max Drawdown | -33.76% | -50.68% |
| Current Drawdown | -2.86% | 0.00% |
Correlation
The correlation between LGUK.L and VUG is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LGUK.L vs. VUG - Performance Comparison
In the year-to-date period, LGUK.L achieves a 9.41% return, which is significantly lower than VUG's 31.90% 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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LGUK.L vs. VUG - Expense Ratio Comparison
LGUK.L has a 0.05% expense ratio, which is higher than VUG's 0.04% expense ratio. However, 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
LGUK.L vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G UK Equity UCITS ETF (LGUK.L) and Vanguard Growth ETF (VUG). 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
LGUK.L vs. VUG - Dividend Comparison
LGUK.L has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGUK.L L&G UK 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% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
LGUK.L vs. VUG - Drawdown Comparison
The maximum LGUK.L drawdown since its inception was -33.76%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for LGUK.L and VUG. For additional features, visit the drawdowns tool.
Volatility
LGUK.L vs. VUG - Volatility Comparison
The current volatility for L&G UK Equity UCITS ETF (LGUK.L) is 3.88%, while Vanguard Growth ETF (VUG) has a volatility of 5.09%. This indicates that LGUK.L experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.