VCR vs. LCGFX
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and William Blair Large Cap Growth Fund (LCGFX).
VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. LCGFX is managed by William Blair. It was launched on Dec 27, 1999.
Performance
VCR vs. LCGFX - Performance Comparison
Loading graphics...
VCR vs. LCGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | -7.95% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 27.45% | -2.31% | 22.82% |
LCGFX William Blair Large Cap Growth Fund | -12.48% | 11.79% | 26.09% | 40.48% | -32.48% | 28.29% | 36.64% | 36.44% | 5.18% | 31.29% |
Returns By Period
In the year-to-date period, VCR achieves a -7.95% return, which is significantly higher than LCGFX's -12.48% return. Over the past 10 years, VCR has underperformed LCGFX with an annualized return of 12.56%, while LCGFX has yielded a comparatively higher 14.79% annualized return.
VCR
- 1D
- 0.80%
- 1M
- -4.51%
- YTD
- -7.95%
- 6M
- -8.86%
- 1Y
- 10.82%
- 3Y*
- 13.67%
- 5Y*
- 4.88%
- 10Y*
- 12.56%
LCGFX
- 1D
- 3.25%
- 1M
- -5.59%
- YTD
- -12.48%
- 6M
- -14.11%
- 1Y
- 7.92%
- 3Y*
- 15.75%
- 5Y*
- 7.62%
- 10Y*
- 14.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VCR vs. LCGFX - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is lower than LCGFX's 0.65% expense ratio.
Return for Risk
VCR vs. LCGFX — Risk / Return Rank
VCR
LCGFX
VCR vs. LCGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) and William Blair Large Cap Growth Fund (LCGFX). 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.
| VCR | LCGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.40 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.75 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.31 | +0.46 |
Martin ratioReturn relative to average drawdown | 2.51 | 0.96 | +1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VCR | LCGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.40 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.35 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.70 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.31 | +0.18 |
Correlation
The correlation between VCR and LCGFX is 0.83, 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.
Dividends
VCR vs. LCGFX - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.79%, less than LCGFX's 9.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.79% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
LCGFX William Blair Large Cap Growth Fund | 9.78% | 8.56% | 5.97% | 0.00% | 0.82% | 4.29% | 3.83% | 6.46% | 17.08% | 0.56% | 1.10% | 9.86% |
Drawdowns
VCR vs. LCGFX - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, roughly equal to the maximum LCGFX drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for VCR and LCGFX.
Loading graphics...
Drawdown Indicators
| VCR | LCGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.54% | -62.95% | +1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -20.59% | +5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -39.20% | -37.25% | -1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -39.20% | -37.25% | -1.95% |
Current DrawdownCurrent decline from peak | -12.14% | -17.85% | +5.71% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -21.57% | +12.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 6.67% | -1.89% |
Volatility
VCR vs. LCGFX - Volatility Comparison
Vanguard Consumer Discretionary ETF (VCR) has a higher volatility of 7.41% compared to William Blair Large Cap Growth Fund (LCGFX) at 6.30%. This indicates that VCR's price experiences larger fluctuations and is considered to be riskier than LCGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VCR | LCGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.41% | 6.30% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 12.19% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.28% | 22.32% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.94% | 21.78% | +2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 21.24% | +1.09% |