LLPFX vs. VOO
Compare and contrast key facts about Longleaf Partners Fund (LLPFX) and Vanguard S&P 500 ETF (VOO).
LLPFX is managed by Longleaf Partners. It was launched on Apr 8, 1987. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
LLPFX vs. VOO - Performance Comparison
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LLPFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLPFX Longleaf Partners Fund | -5.68% | 2.88% | 8.82% | 24.50% | -23.20% | 23.42% | 10.27% | 16.81% | -17.94% | 15.55% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, LLPFX achieves a -5.68% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, LLPFX has underperformed VOO with an annualized return of 5.85%, while VOO has yielded a comparatively higher 14.05% annualized return.
LLPFX
- 1D
- 0.43%
- 1M
- -6.97%
- YTD
- -5.68%
- 6M
- -2.56%
- 1Y
- 2.30%
- 3Y*
- 5.59%
- 5Y*
- 1.06%
- 10Y*
- 5.85%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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LLPFX vs. VOO - Expense Ratio Comparison
LLPFX has a 0.79% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
LLPFX vs. VOO — Risk / Return Rank
LLPFX
VOO
LLPFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Fund (LLPFX) and Vanguard S&P 500 ETF (VOO). 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.
| LLPFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.98 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.50 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 1.53 | -1.47 |
Martin ratioReturn relative to average drawdown | 0.18 | 7.29 | -7.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LLPFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.98 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.70 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.78 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.83 | -0.33 |
Correlation
The correlation between LLPFX and VOO is 0.78, 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.
Dividends
LLPFX vs. VOO - Dividend Comparison
LLPFX's dividend yield for the trailing twelve months is around 13.64%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLPFX Longleaf Partners Fund | 13.64% | 12.87% | 1.02% | 0.67% | 4.49% | 7.79% | 2.95% | 5.44% | 22.49% | 8.85% | 2.10% | 18.65% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
LLPFX vs. VOO - Drawdown Comparison
The maximum LLPFX drawdown since its inception was -65.74%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LLPFX and VOO.
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Drawdown Indicators
| LLPFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.74% | -33.99% | -31.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -11.98% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -24.52% | -7.68% |
Max Drawdown (10Y)Largest decline over 10 years | -43.57% | -33.99% | -9.58% |
Current DrawdownCurrent decline from peak | -9.08% | -6.29% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -3.72% | -5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 2.52% | +1.69% |
Volatility
LLPFX vs. VOO - Volatility Comparison
The current volatility for Longleaf Partners Fund (LLPFX) is 3.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that LLPFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLPFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 5.29% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.32% | 9.44% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 18.10% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.40% | 16.82% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 17.99% | +1.32% |