LRGE vs SPY
Comparison between CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LRGE, delivering a return of +13.3% compared to +10.4%
LRGE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LRGE
$432M
Winner
SPY
$735B
Expense Ratio
LRGE
0.48%
Winner
SPY
0.09%
Max Drawdown
Winner
LRGE
37.78%
SPY
56.47%
Sharpe Ratio
LRGE
0.46
Winner
SPY
1.62
5Y Beta
LRGE
1.07
Winner
SPY
1.00
P/E Ratio
LRGE
30.18
Winner
SPY
28.99
Forward P/E
LRGE
24.49
Winner
SPY
22.37
PEG Ratio
LRGE
0.73
SPY
N/A
5Y Dividends CAGR
Winner
LRGE
11.03%
SPY
5.43%
5Y EPS CAGR
Winner
LRGE
32.85%
SPY
26.05%
Debt to Equity
LRGE
N/A
SPY
32.40%
P/S Ratio
LRGE
5.17
Winner
SPY
3.74
P/B Ratio
LRGE
8.23
Winner
SPY
5.61
LRGE vs SPY - Holdings Comparison
LRGE and SPY have 35 common holdings. Overlap is 33.96%
LRGE's top 25 holdings weight is 85.63%. SPY's top 25 holdings weight is 52.37%.
| Rank | LRGE | SPY |
|---|---|---|
| #1 | NET CURRENT ASSETS USD (n/a) - 22.38% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | NVIDIA CORP (NVDA) - 9.21% | APPLE INC (AAPL) - 7.02% |
| #3 | MICROSOFT CORP (MSFT) - 6.40% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | AMAZON.COM INC (AMZN) - 5.73% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | META PLATFORMS INC CLASS A (META) - 4.80% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | APPLE INC (AAPL) - 3.82% | BROADCOM INC (AVGO) - 3.10% |
| #7 | VISA INC CLASS A (V) - 3.45% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | NETFLIX INC (NFLX) - 3.03% | TESLA INC (TSLA) - 1.89% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.96% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SYNOPSYS INC (SNPS) - 1.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | EATON CORP PLC (ETN) - 1.93% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.78% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | INTUIT INC (INTU) - 1.75% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | TESLA INC (TSLA) - 1.70% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.52% | INTEL CORP (INTC) - 0.90% |
| #17 | W.W. GRAINGER INC (GWW) - 1.42% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | UBER TECHNOLOGIES INC (UBER) - 1.25% | VISA INC CLASS A (V) - 0.85% |
| #19 | S&P GLOBAL INC (SPGI) - 1.24% | WALMART INC (WMT) - 0.81% |
| #20 | SHERWIN-WILLIAMS CO (SHW) - 1.21% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | WORKDAY INC CLASS A (WDAY) - 1.20% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | BROADCOM INC (AVGO) - 1.12% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.10% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 43 | 505 |
LRGE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LRGE
+2.82%
SPY
+1.90%
3M
LRGE
+6.10%
Winner
SPY
+8.55%
6M
LRGE
+1.96%
Winner
SPY
+8.18%
1Y
LRGE
+10.93%
Winner
SPY
+25.79%
5Y(CAGR)
LRGE
+10.39%
Winner
SPY
+13.32%
10Y(CAGR)
LRGE
+15.12%
Winner
SPY
+15.19%
Max(CAGR)
Winner
LRGE
+15.12%
SPY
+8.47%
LRGE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LRGE | SPY |
|---|---|---|
| 2026 | +3.07% | +8.26% |
| 2025 | +9.49% | +18.00% |
| 2024 | +28.06% | +25.59% |
| 2023 | +45.97% | +26.72% |
| 2022 | -31.43% | -18.64% |
| 2021 | +24.40% | +30.52% |
| 2020 | +30.62% | +17.28% |
| 2019 | +33.80% | +31.09% |
| 2018 | -0.66% | -5.24% |
| 2017 | +16.00% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LRGE vs SPY Drawdown Comparison
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LRGE drawdown is -4.46%. The current SPY drawdown is -2.90%.
| Rank | LRGE | SPY |
|---|---|---|
| #1 | -37.04% Nov 19, 2021 - Jan 19, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.31% Feb 19, 2020 - Jul 1, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.26% Jan 23, 2025 - Jun 27, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.19% Oct 1, 2018 - Mar 21, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.32% Oct 28, 2025 - May 14, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.20% Sep 2, 2020 - Nov 16, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.43% Jul 16, 2024 - Aug 21, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.25% Apr 29, 2019 - Jul 3, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.72% Feb 12, 2021 - Apr 5, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.37% Jul 26, 2019 - Nov 8, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.03% Mar 21, 2024 - Jun 5, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.54% Sep 3, 2021 - Oct 21, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.57% Apr 29, 2021 - Jun 10, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.41% Dec 4, 2024 - Jan 23, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LRGE and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
LRGE vs SPY dividend yield comparison.
| Year | LRGE | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.13% | 1.07% |
| 2024 | 0.17% | 1.21% |
| 2023 | 0.11% | 1.40% |
| 2022 | 2.02% | 1.65% |
| 2021 | 1.20% | 1.20% |
| 2020 | 0.37% | 1.52% |
| 2019 | 0.37% | 1.75% |
| 2018 | 2.10% | 2.04% |
| 2017 | 0.37% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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