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 0.93, 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.
Performance
SBLGX vs. VOO - Performance Comparison
Key characteristics
SBLGX:
0.16
VOO:
0.52
SBLGX:
0.40
VOO:
0.89
SBLGX:
1.06
VOO:
1.13
SBLGX:
0.13
VOO:
0.57
SBLGX:
0.49
VOO:
2.18
SBLGX:
8.12%
VOO:
4.85%
SBLGX:
22.91%
VOO:
19.11%
SBLGX:
-53.70%
VOO:
-33.99%
SBLGX:
-20.63%
VOO:
-7.67%
Returns By Period
In the year-to-date period, SBLGX achieves a -4.65% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, SBLGX has underperformed VOO with an annualized return of 6.35%, while VOO has yielded a comparatively higher 12.42% annualized return.
SBLGX
-4.65%
3.81%
-11.19%
3.73%
4.47%
6.35%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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 5.65%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 5.65% | 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 | 1.34% | 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 7.84% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. 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.