LPLA vs. VOO
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Vanguard S&P 500 ETF (VOO).
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: LPLA or VOO.
Correlation
The correlation between LPLA and VOO is 0.53, 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. VOO - Performance Comparison
Key characteristics
LPLA:
1.48
VOO:
2.04
LPLA:
2.08
VOO:
2.72
LPLA:
1.31
VOO:
1.38
LPLA:
1.42
VOO:
3.09
LPLA:
3.76
VOO:
13.04
LPLA:
12.55%
VOO:
2.00%
LPLA:
31.78%
VOO:
12.79%
LPLA:
-69.32%
VOO:
-33.99%
LPLA:
0.00%
VOO:
-2.15%
Returns By Period
In the year-to-date period, LPLA achieves a 3.60% return, which is significantly higher than VOO's 1.16% return. Over the past 10 years, LPLA has outperformed VOO with an annualized return of 25.31%, while VOO has yielded a comparatively lower 13.46% annualized return.
LPLA
3.60%
2.57%
49.97%
45.82%
29.13%
25.31%
VOO
1.16%
-1.97%
7.17%
26.51%
14.13%
13.46%
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Risk-Adjusted Performance
LPLA vs. VOO — Risk-Adjusted Performance Rank
LPLA
VOO
LPLA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) 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
LPLA vs. VOO - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.35%, less than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.35% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% | 2.15% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LPLA vs. VOO - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LPLA and VOO. For additional features, visit the drawdowns tool.
Volatility
LPLA vs. VOO - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) has a higher volatility of 5.34% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. This indicates that LPLA's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.