NLCAX vs. VOO
Compare and contrast key facts about Voya Large-Cap Growth Fund (NLCAX) and Vanguard S&P 500 ETF (VOO).
NLCAX is managed by Voya. It was launched on Jul 21, 1997. 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.
Performance
NLCAX vs. VOO - Performance Comparison
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NLCAX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | -14.02% | 14.63% | 34.62% | 37.74% | -31.26% | 18.63% | 30.75% | 32.35% | -1.91% | 29.29% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, NLCAX achieves a -14.02% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, NLCAX has underperformed VOO with an annualized return of 13.01%, while VOO has yielded a comparatively higher 14.05% annualized return.
NLCAX
- 1D
- -0.88%
- 1M
- -9.47%
- YTD
- -14.02%
- 6M
- -13.56%
- 1Y
- 10.76%
- 3Y*
- 17.83%
- 5Y*
- 8.46%
- 10Y*
- 13.01%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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NLCAX vs. VOO - Expense Ratio Comparison
NLCAX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
NLCAX vs. VOO — Risk / Return Rank
NLCAX
VOO
NLCAX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Large-Cap Growth Fund (NLCAX) 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.
| NLCAX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.98 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.50 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.11 | 1.53 | -1.42 |
Martin ratioReturn relative to average drawdown | 0.34 | 7.29 | -6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NLCAX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.98 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.70 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between NLCAX and VOO is 0.92, 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.
Dividends
NLCAX vs. VOO - Dividend Comparison
NLCAX's dividend yield for the trailing twelve months is around 18.80%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | 18.80% | 16.16% | 4.69% | 0.00% | 24.97% | 18.15% | 13.40% | 4.61% | 7.42% | 5.86% | 5.52% | 7.37% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
NLCAX vs. VOO - Drawdown Comparison
The maximum NLCAX drawdown since its inception was -76.45%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NLCAX and VOO.
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Drawdown Indicators
| NLCAX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.45% | -33.99% | -42.46% |
Max Drawdown (1Y)Largest decline over 1 year | -17.52% | -11.98% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.36% | -24.52% | -10.84% |
Max Drawdown (10Y)Largest decline over 10 years | -35.36% | -33.99% | -1.37% |
Current DrawdownCurrent decline from peak | -17.52% | -6.29% | -11.23% |
Average DrawdownAverage peak-to-trough decline | -31.44% | -3.72% | -27.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.75% | 2.52% | +3.23% |
Volatility
NLCAX vs. VOO - Volatility Comparison
Voya Large-Cap Growth Fund (NLCAX) has a higher volatility of 5.72% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that NLCAX'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.
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Volatility by Period
| NLCAX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 5.29% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.25% | 9.44% | +2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.68% | 18.10% | +4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.11% | 16.82% | +5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 17.99% | +3.19% |