LKEQX vs. VTI
Compare and contrast key facts about LKCM Equity Fund (LKEQX) and Vanguard Total Stock Market ETF (VTI).
LKEQX is managed by LKCM. It was launched on Jan 3, 1996. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LKEQX or VTI.
Correlation
The correlation between LKEQX and VTI is 0.96, 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.
Performance
LKEQX vs. VTI - Performance Comparison
Key characteristics
LKEQX:
0.47
VTI:
1.66
LKEQX:
0.67
VTI:
2.26
LKEQX:
1.10
VTI:
1.30
LKEQX:
0.46
VTI:
2.53
LKEQX:
1.61
VTI:
10.03
LKEQX:
4.07%
VTI:
2.16%
LKEQX:
13.84%
VTI:
13.05%
LKEQX:
-50.05%
VTI:
-55.45%
LKEQX:
-10.18%
VTI:
-1.13%
Returns By Period
In the year-to-date period, LKEQX achieves a 1.38% return, which is significantly lower than VTI's 3.09% return. Over the past 10 years, LKEQX has underperformed VTI with an annualized return of 5.66%, while VTI has yielded a comparatively higher 12.62% annualized return.
LKEQX
1.38%
1.11%
-0.61%
7.74%
5.02%
5.66%
VTI
3.09%
3.82%
12.23%
23.51%
13.48%
12.62%
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LKEQX vs. VTI - Expense Ratio Comparison
LKEQX has a 0.80% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
LKEQX vs. VTI — Risk-Adjusted Performance Rank
LKEQX
VTI
LKEQX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Equity Fund (LKEQX) 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.
Dividends
LKEQX vs. VTI - Dividend Comparison
LKEQX's dividend yield for the trailing twelve months is around 0.51%, less than VTI's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKEQX LKCM Equity Fund | 0.51% | 0.52% | 0.90% | 0.98% | 0.43% | 0.49% | 0.78% | 0.89% | 0.67% | 0.88% | 0.93% | 0.72% |
VTI Vanguard Total Stock Market ETF | 1.23% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
LKEQX vs. VTI - Drawdown Comparison
The maximum LKEQX drawdown since its inception was -50.05%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for LKEQX and VTI. For additional features, visit the drawdowns tool.
Volatility
LKEQX vs. VTI - Volatility Comparison
LKCM Equity Fund (LKEQX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.34% and 3.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.