LSHAX vs. VUG
Compare and contrast key facts about Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth ETF (VUG).
LSHAX is managed by Kinetics. It was launched on May 4, 2007. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSHAX or VUG.
Correlation
The correlation between LSHAX and VUG is 0.64, 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
LSHAX vs. VUG - Performance Comparison
Key characteristics
LSHAX:
3.30
VUG:
1.59
LSHAX:
3.87
VUG:
2.14
LSHAX:
1.59
VUG:
1.29
LSHAX:
3.25
VUG:
2.16
LSHAX:
11.01
VUG:
8.21
LSHAX:
10.83%
VUG:
3.42%
LSHAX:
36.14%
VUG:
17.66%
LSHAX:
-68.98%
VUG:
-50.68%
LSHAX:
-18.50%
VUG:
0.00%
Returns By Period
In the year-to-date period, LSHAX achieves a 20.84% return, which is significantly higher than VUG's 4.18% return. Over the past 10 years, LSHAX has underperformed VUG with an annualized return of 14.43%, while VUG has yielded a comparatively higher 15.73% annualized return.
LSHAX
20.84%
-1.15%
46.55%
118.85%
26.46%
14.43%
VUG
4.18%
2.81%
13.08%
30.31%
17.58%
15.73%
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LSHAX vs. VUG - Expense Ratio Comparison
LSHAX has a 1.68% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
LSHAX vs. VUG — Risk-Adjusted Performance Rank
LSHAX
VUG
LSHAX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth ETF (VUG). 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
LSHAX vs. VUG - Dividend Comparison
LSHAX's dividend yield for the trailing twelve months is around 0.77%, more than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 0.77% | 0.93% | 0.14% | 0.00% | 0.11% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
LSHAX vs. VUG - Drawdown Comparison
The maximum LSHAX drawdown since its inception was -68.98%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for LSHAX and VUG. For additional features, visit the drawdowns tool.
Volatility
LSHAX vs. VUG - Volatility Comparison
Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a higher volatility of 10.53% compared to Vanguard Growth ETF (VUG) at 4.77%. This indicates that LSHAX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.