LIO.L vs. VUAG.L
Compare and contrast key facts about Liontrust Asset Management (LIO.L) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIO.L or VUAG.L.
Correlation
The correlation between LIO.L and VUAG.L is 0.43, 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
LIO.L vs. VUAG.L - Performance Comparison
Key characteristics
LIO.L:
-0.60
VUAG.L:
2.00
LIO.L:
-0.69
VUAG.L:
2.85
LIO.L:
0.92
VUAG.L:
1.38
LIO.L:
-0.28
VUAG.L:
1.89
LIO.L:
-0.79
VUAG.L:
14.27
LIO.L:
27.76%
VUAG.L:
1.64%
LIO.L:
36.48%
VUAG.L:
11.69%
LIO.L:
-85.73%
VUAG.L:
-25.61%
LIO.L:
-75.12%
VUAG.L:
-1.72%
Returns By Period
In the year-to-date period, LIO.L achieves a -5.04% return, which is significantly lower than VUAG.L's 2.86% return.
LIO.L
-5.04%
10.92%
-26.89%
-23.09%
-13.35%
10.14%
VUAG.L
2.86%
-1.28%
13.67%
22.98%
14.61%
N/A
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Risk-Adjusted Performance
LIO.L vs. VUAG.L — Risk-Adjusted Performance Rank
LIO.L
VUAG.L
LIO.L vs. VUAG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Liontrust Asset Management (LIO.L) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L). 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
LIO.L vs. VUAG.L - Dividend Comparison
LIO.L's dividend yield for the trailing twelve months is around 1,592.92%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIO.L Liontrust Asset Management | 1,592.92% | 1,512.61% | 1,142.86% | 642.86% | 263.64% | 269.23% | 263.64% | 395.19% | 326.53% | 338.98% | 322.00% | 147.06% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIO.L vs. VUAG.L - Drawdown Comparison
The maximum LIO.L drawdown since its inception was -85.73%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for LIO.L and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
LIO.L vs. VUAG.L - Volatility Comparison
Liontrust Asset Management (LIO.L) has a higher volatility of 8.05% compared to Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) at 3.38%. This indicates that LIO.L's price experiences larger fluctuations and is considered to be riskier than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.