LU vs. VOO
Compare and contrast key facts about Lufax Holding Ltd (LU) 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: LU or VOO.
Correlation
The correlation between LU and VOO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LU vs. VOO - Performance Comparison
Key characteristics
LU:
1.11
VOO:
2.21
LU:
2.19
VOO:
2.93
LU:
1.27
VOO:
1.41
LU:
1.00
VOO:
3.25
LU:
4.69
VOO:
14.47
LU:
20.70%
VOO:
1.90%
LU:
87.60%
VOO:
12.43%
LU:
-96.68%
VOO:
-33.99%
LU:
-91.52%
VOO:
-2.87%
Returns By Period
In the year-to-date period, LU achieves a 79.07% return, which is significantly higher than VOO's 25.49% return.
LU
79.07%
2.07%
12.33%
90.88%
N/A
N/A
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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Risk-Adjusted Performance
LU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lufax Holding Ltd (LU) 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
LU vs. VOO - Dividend Comparison
LU's dividend yield for the trailing twelve months is around 98.37%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LU Lufax Holding Ltd | 98.37% | 11.60% | 26.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
LU vs. VOO - Drawdown Comparison
The maximum LU drawdown since its inception was -96.68%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LU and VOO. For additional features, visit the drawdowns tool.
Volatility
LU vs. VOO - Volatility Comparison
Lufax Holding Ltd (LU) has a higher volatility of 21.45% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that LU'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.