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.
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.
Performance
SBLGX vs. VOO - Performance Comparison
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Key characteristics
SBLGX:
0.64
VOO:
0.74
SBLGX:
0.91
VOO:
1.04
SBLGX:
1.12
VOO:
1.15
SBLGX:
0.58
VOO:
0.68
SBLGX:
2.02
VOO:
2.58
SBLGX:
6.01%
VOO:
4.93%
SBLGX:
22.72%
VOO:
19.54%
SBLGX:
-53.64%
VOO:
-33.99%
SBLGX:
-4.53%
VOO:
-3.55%
Returns By Period
In the year-to-date period, SBLGX achieves a 0.18% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, SBLGX has outperformed VOO with an annualized return of 13.51%, while VOO has yielded a comparatively lower 12.81% annualized return.
SBLGX
0.18%
8.04%
-1.84%
14.52%
19.17%
13.84%
13.51%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
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Dividends
SBLGX vs. VOO - Dividend Comparison
SBLGX's dividend yield for the trailing twelve months is around 5.38%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 5.38% | 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 | 1.29% | 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 -53.64%, 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.
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Volatility
SBLGX vs. VOO - Volatility Comparison
ClearBridge Large Cap Growth Fund (SBLGX) has a higher volatility of 5.51% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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