Correlation
The correlation between NLCAX and VOO is 0.93, 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.
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.
Performance
NLCAX vs. VOO - Performance Comparison
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Key characteristics
NLCAX:
0.54
VOO:
0.74
NLCAX:
0.80
VOO:
1.04
NLCAX:
1.11
VOO:
1.15
NLCAX:
0.47
VOO:
0.68
NLCAX:
1.47
VOO:
2.58
NLCAX:
7.93%
VOO:
4.93%
NLCAX:
26.01%
VOO:
19.54%
NLCAX:
-76.45%
VOO:
-33.99%
NLCAX:
-6.44%
VOO:
-3.55%
Returns By Period
In the year-to-date period, NLCAX achieves a -1.47% return, which is significantly lower than VOO's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with NLCAX having a 13.00% annualized return and VOO not far behind at 12.81%.
NLCAX
-1.47%
7.15%
-0.70%
13.85%
18.10%
13.51%
13.00%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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.
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Dividends
NLCAX vs. VOO - Dividend Comparison
NLCAX's dividend yield for the trailing twelve months is around 4.76%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | 4.76% | 4.69% | 0.00% | 24.97% | 18.15% | 13.40% | 4.60% | 7.43% | 5.86% | 5.52% | 7.37% | 12.20% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -76.45%, 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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Volatility
NLCAX vs. VOO - Volatility Comparison
Voya Large-Cap Growth Fund (NLCAX) has a higher volatility of 5.48% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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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