LMGNX vs. IYW
Compare and contrast key facts about ClearBridge International Growth Fund Class I (LMGNX) and iShares U.S. Technology ETF (IYW).
LMGNX is managed by Franklin Templeton. It was launched on Apr 17, 1995. IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Performance
LMGNX vs. IYW - Performance Comparison
Loading graphics...
LMGNX vs. IYW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | -2.19% | 23.05% | 7.48% | 14.30% | -21.16% | 3.99% | 24.92% | 31.43% | -9.37% | 36.41% |
IYW iShares U.S. Technology ETF | -7.13% | 25.38% | 30.25% | 65.44% | -34.83% | 35.44% | 47.45% | 46.64% | -0.93% | 36.60% |
Returns By Period
In the year-to-date period, LMGNX achieves a -2.19% return, which is significantly higher than IYW's -7.13% return. Over the past 10 years, LMGNX has underperformed IYW with an annualized return of 9.55%, while IYW has yielded a comparatively higher 21.86% annualized return.
LMGNX
- 1D
- 1.95%
- 1M
- -3.06%
- YTD
- -2.19%
- 6M
- -2.82%
- 1Y
- 13.83%
- 3Y*
- 10.24%
- 5Y*
- 4.18%
- 10Y*
- 9.55%
IYW
- 1D
- 0.52%
- 1M
- -1.83%
- YTD
- -7.13%
- 6M
- -6.54%
- 1Y
- 29.96%
- 3Y*
- 26.25%
- 5Y*
- 15.97%
- 10Y*
- 21.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LMGNX vs. IYW - Expense Ratio Comparison
LMGNX has a 0.78% expense ratio, which is higher than IYW's 0.42% expense ratio.
Return for Risk
LMGNX vs. IYW — Risk / Return Rank
LMGNX
IYW
LMGNX vs. IYW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund Class I (LMGNX) and iShares U.S. Technology ETF (IYW). 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.
| LMGNX | IYW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.12 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.72 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.73 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.27 | 5.51 | -1.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LMGNX | IYW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.12 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.62 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.88 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.31 | 0.00 |
Correlation
The correlation between LMGNX and IYW is 0.80, 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
LMGNX vs. IYW - Dividend Comparison
LMGNX's dividend yield for the trailing twelve months is around 7.49%, more than IYW's 0.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | 7.49% | 7.33% | 1.38% | 1.28% | 0.81% | 2.28% | 0.16% | 0.31% | 0.24% | 0.21% | 0.56% | 0.00% |
IYW iShares U.S. Technology ETF | 0.15% | 0.14% | 0.21% | 0.34% | 0.50% | 0.31% | 0.56% | 0.72% | 0.92% | 0.82% | 1.14% | 1.12% |
Drawdowns
LMGNX vs. IYW - Drawdown Comparison
The maximum LMGNX drawdown since its inception was -71.13%, smaller than the maximum IYW drawdown of -81.90%. Use the drawdown chart below to compare losses from any high point for LMGNX and IYW.
Loading graphics...
Drawdown Indicators
| LMGNX | IYW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.13% | -81.90% | +10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -17.81% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -39.44% | +4.48% |
Max Drawdown (10Y)Largest decline over 10 years | -34.96% | -39.44% | +4.48% |
Current DrawdownCurrent decline from peak | -8.70% | -12.20% | +3.50% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -34.87% | +19.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 5.60% | -2.11% |
Volatility
LMGNX vs. IYW - Volatility Comparison
ClearBridge International Growth Fund Class I (LMGNX) has a higher volatility of 8.97% compared to iShares U.S. Technology ETF (IYW) at 8.11%. This indicates that LMGNX's price experiences larger fluctuations and is considered to be riskier than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LMGNX | IYW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.97% | 8.11% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 15.98% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 26.90% | -7.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 25.77% | -8.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.21% | 24.97% | -7.76% |