LZUSX vs. VOO
Compare and contrast key facts about Lazard US Equity Focus Portfolio (LZUSX) and Vanguard S&P 500 ETF (VOO).
LZUSX is managed by Lazard. It was launched on Dec 30, 2004. 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: LZUSX or VOO.
Correlation
The correlation between LZUSX and VOO is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LZUSX vs. VOO - Performance Comparison
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Key characteristics
LZUSX:
0.02
VOO:
0.70
LZUSX:
0.23
VOO:
1.15
LZUSX:
1.03
VOO:
1.17
LZUSX:
0.06
VOO:
0.76
LZUSX:
0.18
VOO:
2.93
LZUSX:
6.85%
VOO:
4.86%
LZUSX:
19.79%
VOO:
19.43%
LZUSX:
-62.37%
VOO:
-33.99%
LZUSX:
-8.62%
VOO:
-4.59%
Returns By Period
In the year-to-date period, LZUSX achieves a -0.18% return, which is significantly higher than VOO's -0.19% return. Over the past 10 years, LZUSX has underperformed VOO with an annualized return of 3.82%, while VOO has yielded a comparatively higher 12.67% annualized return.
LZUSX
-0.18%
9.38%
-8.27%
0.40%
9.93%
3.82%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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LZUSX vs. VOO - Expense Ratio Comparison
LZUSX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LZUSX vs. VOO — Risk-Adjusted Performance Rank
LZUSX
VOO
LZUSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard US Equity Focus Portfolio (LZUSX) 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.
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Dividends
LZUSX vs. VOO - Dividend Comparison
LZUSX's dividend yield for the trailing twelve months is around 0.81%, less than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZUSX Lazard US Equity Focus Portfolio | 0.81% | 0.81% | 0.86% | 0.78% | 0.34% | 0.75% | 1.90% | 2.86% | 1.69% | 0.81% | 0.88% | 1.08% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LZUSX vs. VOO - Drawdown Comparison
The maximum LZUSX drawdown since its inception was -62.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LZUSX and VOO. For additional features, visit the drawdowns tool.
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Volatility
LZUSX vs. VOO - Volatility Comparison
Lazard US Equity Focus Portfolio (LZUSX) and Vanguard S&P 500 ETF (VOO) have volatilities of 6.56% and 6.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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