LPCIX vs. VOO
Compare and contrast key facts about MetLife Core Plus Fund (LPCIX) and Vanguard S&P 500 ETF (VOO).
LPCIX is managed by Logan Circle Partners. It was launched on Dec 31, 2014. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPCIX or VOO.
Correlation
The correlation between LPCIX and VOO is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
LPCIX vs. VOO - Performance Comparison
Key characteristics
LPCIX:
1.06
VOO:
1.98
LPCIX:
1.55
VOO:
2.65
LPCIX:
1.19
VOO:
1.36
LPCIX:
0.40
VOO:
2.98
LPCIX:
2.82
VOO:
12.44
LPCIX:
1.97%
VOO:
2.02%
LPCIX:
5.25%
VOO:
12.69%
LPCIX:
-19.35%
VOO:
-33.99%
LPCIX:
-8.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, LPCIX achieves a 1.06% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, LPCIX has underperformed VOO with an annualized return of 1.21%, while VOO has yielded a comparatively higher 13.30% annualized return.
LPCIX
1.06%
1.42%
-0.21%
4.82%
-0.59%
1.21%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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LPCIX vs. VOO - Expense Ratio Comparison
LPCIX has a 0.64% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LPCIX vs. VOO — Risk-Adjusted Performance Rank
LPCIX
VOO
LPCIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MetLife Core Plus Fund (LPCIX) 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.
Dividends
LPCIX vs. VOO - Dividend Comparison
LPCIX's dividend yield for the trailing twelve months is around 4.49%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPCIX MetLife Core Plus Fund | 4.49% | 4.54% | 3.95% | 2.59% | 1.52% | 1.93% | 2.90% | 2.74% | 2.63% | 2.66% | 2.05% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LPCIX vs. VOO - Drawdown Comparison
The maximum LPCIX drawdown since its inception was -19.35%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LPCIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LPCIX vs. VOO - Volatility Comparison
The current volatility for MetLife Core Plus Fund (LPCIX) is 1.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that LPCIX 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.