SBLGX vs. SQQQ
Compare and contrast key facts about ClearBridge Large Cap Growth Fund (SBLGX) and ProShares UltraPro Short QQQ (SQQQ).
SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997. SQQQ is a passively managed fund by ProShares that tracks the performance of the NASDAQ-100 Index (-300%). It was launched on Feb 9, 2010.
Performance
SBLGX vs. SQQQ - Performance Comparison
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SBLGX vs. SQQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | -9.62% | 8.44% | 27.60% | 45.00% | -32.96% | 21.71% | 30.84% | 31.69% | -0.44% | 25.06% |
SQQQ ProShares UltraPro Short QQQ | 13.99% | -53.05% | -49.79% | -73.61% | 82.40% | -60.87% | -86.40% | -65.92% | -20.83% | -58.67% |
Returns By Period
In the year-to-date period, SBLGX achieves a -9.62% return, which is significantly lower than SQQQ's 13.99% return. Over the past 10 years, SBLGX has outperformed SQQQ with an annualized return of 13.03%, while SQQQ has yielded a comparatively lower -52.71% annualized return.
SBLGX
- 1D
- 3.63%
- 1M
- -5.64%
- YTD
- -9.62%
- 6M
- -10.67%
- 1Y
- 5.39%
- 3Y*
- 15.91%
- 5Y*
- 7.74%
- 10Y*
- 13.03%
SQQQ
- 1D
- -3.78%
- 1M
- 10.61%
- YTD
- 13.99%
- 6M
- 6.42%
- 1Y
- -56.13%
- 3Y*
- -49.39%
- 5Y*
- -42.70%
- 10Y*
- -52.71%
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SBLGX vs. SQQQ - Expense Ratio Comparison
SBLGX has a 0.99% expense ratio, which is higher than SQQQ's 0.95% expense ratio.
Return for Risk
SBLGX vs. SQQQ — Risk / Return Rank
SBLGX
SQQQ
SBLGX vs. SQQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and ProShares UltraPro Short QQQ (SQQQ). 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.
| SBLGX | SQQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | -0.84 | +1.12 |
Sortino ratioReturn per unit of downside risk | 0.57 | -1.14 | +1.71 |
Omega ratioGain probability vs. loss probability | 1.08 | 0.84 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | -0.76 | +1.12 |
Martin ratioReturn relative to average drawdown | 1.17 | -0.87 | +2.05 |
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
| SBLGX | SQQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | -0.84 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | -0.64 | +1.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | -0.80 | +1.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | -0.85 | +1.30 |
Correlation
The correlation between SBLGX and SQQQ is -0.94. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SBLGX vs. SQQQ - Dividend Comparison
SBLGX's dividend yield for the trailing twelve months is around 14.03%, more than SQQQ's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 14.03% | 12.68% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% |
SQQQ ProShares UltraPro Short QQQ | 5.99% | 9.36% | 10.23% | 8.01% | 0.28% | 0.00% | 2.15% | 2.92% | 1.47% | 0.14% | 0.00% | 0.00% |
Drawdowns
SBLGX vs. SQQQ - Drawdown Comparison
The maximum SBLGX drawdown since its inception was -53.64%, smaller than the maximum SQQQ drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for SBLGX and SQQQ.
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Drawdown Indicators
| SBLGX | SQQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.64% | -100.00% | +46.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -75.23% | +58.28% |
Max Drawdown (5Y)Largest decline over 5 years | -38.28% | -95.36% | +57.08% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -99.96% | +61.68% |
Current DrawdownCurrent decline from peak | -13.93% | -100.00% | +86.07% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -92.32% | +79.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 65.40% | -60.13% |
Volatility
SBLGX vs. SQQQ - Volatility Comparison
The current volatility for ClearBridge Large Cap Growth Fund (SBLGX) is 6.71%, while ProShares UltraPro Short QQQ (SQQQ) has a volatility of 19.98%. This indicates that SBLGX experiences smaller price fluctuations and is considered to be less risky than SQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBLGX | SQQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 19.98% | -13.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 38.23% | -26.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.27% | 67.38% | -46.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 66.65% | -45.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 65.97% | -45.57% |