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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NLCAX or VOO.
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.
Performance
NLCAX vs. VOO - Performance Comparison
Key characteristics
NLCAX:
1.09
VOO:
1.83
NLCAX:
1.50
VOO:
2.46
NLCAX:
1.20
VOO:
1.33
NLCAX:
0.65
VOO:
2.77
NLCAX:
4.93
VOO:
11.56
NLCAX:
4.28%
VOO:
2.02%
NLCAX:
19.40%
VOO:
12.72%
NLCAX:
-76.75%
VOO:
-33.99%
NLCAX:
-15.15%
VOO:
-0.01%
Returns By Period
In the year-to-date period, NLCAX achieves a 4.78% return, which is significantly higher than VOO's 4.06% return. Over the past 10 years, NLCAX has underperformed VOO with an annualized return of 4.67%, while VOO has yielded a comparatively higher 13.32% annualized return.
NLCAX
4.78%
6.21%
11.33%
20.87%
2.01%
4.67%
VOO
4.06%
4.75%
10.98%
23.95%
14.37%
13.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NLCAX vs. VOO - Expense Ratio Comparison
NLCAX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NLCAX vs. VOO — Risk-Adjusted Performance Rank
NLCAX
VOO
NLCAX vs. VOO - Risk-Adjusted Performance 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.
Dividends
NLCAX vs. VOO - Dividend Comparison
NLCAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.03% | 0.16% | 0.12% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NLCAX vs. VOO - Drawdown Comparison
The maximum NLCAX drawdown since its inception was -76.75%, 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. For additional features, visit the drawdowns tool.
Volatility
NLCAX vs. VOO - Volatility Comparison
Voya Large-Cap Growth Fund (NLCAX) has a higher volatility of 6.06% compared to Vanguard S&P 500 ETF (VOO) at 3.55%. 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.