LPLA vs. ITOT
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LPLA or ITOT.
Key characteristics
| LPLA | ITOT | |
|---|---|---|
| YTD Return | -4.96% | 19.39% |
| 1Y Return | -9.31% | 32.96% |
| 3Y Return (Ann) | 15.44% | 9.43% |
| 5Y Return (Ann) | 21.66% | 14.81% |
| 10Y Return (Ann) | 18.02% | 12.70% |
| Sharpe Ratio | -0.40 | 2.34 |
| Daily Std Dev | 30.57% | 13.13% |
| Max Drawdown | -69.32% | -55.21% |
| Current Drawdown | -25.27% | -0.25% |
Correlation
The correlation between LPLA and ITOT is 0.55, 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
LPLA vs. ITOT - Performance Comparison
In the year-to-date period, LPLA achieves a -4.96% return, which is significantly lower than ITOT's 19.39% return. Over the past 10 years, LPLA has outperformed ITOT with an annualized return of 18.02%, while ITOT has yielded a comparatively lower 12.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LPLA vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
LPLA vs. ITOT - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.56%, less than ITOT's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.56% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% | 1.38% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.25% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
LPLA vs. ITOT - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, which is greater than ITOT's maximum drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for LPLA and ITOT. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. ITOT - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 7.64% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.34%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.