SBLGX vs. VOO
Compare and contrast key facts about ClearBridge Large Cap Growth Fund (SBLGX) and Vanguard S&P 500 ETF (VOO).
SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 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: SBLGX or VOO.
Correlation
The correlation between SBLGX and VOO is 0.94, 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
SBLGX vs. VOO - Performance Comparison
Key characteristics
SBLGX:
0.05
VOO:
0.32
SBLGX:
0.22
VOO:
0.57
SBLGX:
1.03
VOO:
1.08
SBLGX:
0.05
VOO:
0.32
SBLGX:
0.20
VOO:
1.42
SBLGX:
5.06%
VOO:
4.19%
SBLGX:
21.88%
VOO:
18.73%
SBLGX:
-53.70%
VOO:
-33.99%
SBLGX:
-17.32%
VOO:
-13.85%
Returns By Period
In the year-to-date period, SBLGX achieves a -13.25% return, which is significantly lower than VOO's -9.88% return. Both investments have delivered pretty close results over the past 10 years, with SBLGX having a 12.13% annualized return and VOO not far behind at 11.66%.
SBLGX
-13.25%
-8.15%
-12.85%
2.15%
12.65%
12.13%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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SBLGX vs. VOO - Expense Ratio Comparison
SBLGX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SBLGX vs. VOO — Risk-Adjusted Performance Rank
SBLGX
VOO
SBLGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) 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
SBLGX vs. VOO - Dividend Comparison
SBLGX's dividend yield for the trailing twelve months is around 6.21%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 6.21% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% | 6.53% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SBLGX vs. VOO - Drawdown Comparison
The maximum SBLGX drawdown since its inception was -53.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SBLGX and VOO. For additional features, visit the drawdowns tool.
Volatility
SBLGX vs. VOO - Volatility Comparison
ClearBridge Large Cap Growth Fund (SBLGX) has a higher volatility of 14.70% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that SBLGX'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.