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:
1.56
VOO:
2.30
SBLGX:
2.05
VOO:
3.05
SBLGX:
1.29
VOO:
1.43
SBLGX:
0.78
VOO:
3.39
SBLGX:
9.74
VOO:
15.10
SBLGX:
2.65%
VOO:
1.90%
SBLGX:
16.57%
VOO:
12.48%
SBLGX:
-53.70%
VOO:
-33.99%
SBLGX:
-14.06%
VOO:
-0.76%
Returns By Period
In the year-to-date period, SBLGX achieves a 25.29% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, SBLGX has underperformed VOO with an annualized return of 7.60%, while VOO has yielded a comparatively higher 13.23% annualized return.
SBLGX
25.29%
-2.82%
6.79%
25.78%
5.55%
7.60%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.01% | 0.00% | 0.08% | 0.02% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 7.36% compared to Vanguard S&P 500 ETF (VOO) at 3.90%. 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.