LZUSX vs. VEMAX
Compare and contrast key facts about Lazard US Equity Focus Portfolio (LZUSX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX).
LZUSX is managed by Lazard. It was launched on Dec 30, 2004. VEMAX is managed by Vanguard. It was launched on Jun 23, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LZUSX or VEMAX.
Correlation
The correlation between LZUSX and VEMAX is 0.70, 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
LZUSX vs. VEMAX - Performance Comparison
Key characteristics
LZUSX:
0.61
VEMAX:
1.24
LZUSX:
0.86
VEMAX:
1.79
LZUSX:
1.12
VEMAX:
1.22
LZUSX:
0.84
VEMAX:
0.80
LZUSX:
2.51
VEMAX:
3.69
LZUSX:
3.09%
VEMAX:
4.26%
LZUSX:
12.81%
VEMAX:
12.67%
LZUSX:
-62.37%
VEMAX:
-66.45%
LZUSX:
-4.90%
VEMAX:
-7.24%
Returns By Period
In the year-to-date period, LZUSX achieves a 3.88% return, which is significantly higher than VEMAX's 3.64% return. Over the past 10 years, LZUSX has outperformed VEMAX with an annualized return of 4.25%, while VEMAX has yielded a comparatively lower 3.94% annualized return.
LZUSX
3.88%
0.41%
0.53%
7.62%
7.21%
4.25%
VEMAX
3.64%
4.53%
4.76%
14.86%
4.27%
3.94%
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LZUSX vs. VEMAX - Expense Ratio Comparison
LZUSX has a 0.70% expense ratio, which is higher than VEMAX's 0.14% expense ratio.
Risk-Adjusted Performance
LZUSX vs. VEMAX — Risk-Adjusted Performance Rank
LZUSX
VEMAX
LZUSX vs. VEMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard US Equity Focus Portfolio (LZUSX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX). 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
LZUSX vs. VEMAX - Dividend Comparison
LZUSX's dividend yield for the trailing twelve months is around 0.78%, less than VEMAX's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZUSX Lazard US Equity Focus Portfolio | 0.78% | 0.81% | 0.86% | 0.78% | 0.34% | 0.75% | 1.90% | 2.86% | 1.69% | 0.81% | 0.88% | 1.08% |
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | 3.01% | 3.12% | 3.46% | 4.05% | 2.57% | 1.87% | 3.19% | 2.85% | 2.30% | 2.51% | 3.25% | 2.86% |
Drawdowns
LZUSX vs. VEMAX - Drawdown Comparison
The maximum LZUSX drawdown since its inception was -62.37%, smaller than the maximum VEMAX drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for LZUSX and VEMAX. For additional features, visit the drawdowns tool.
Volatility
LZUSX vs. VEMAX - Volatility Comparison
The current volatility for Lazard US Equity Focus Portfolio (LZUSX) is 2.61%, while Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) has a volatility of 3.21%. This indicates that LZUSX experiences smaller price fluctuations and is considered to be less risky than VEMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.