LCF vs VYM
Touchstone US Large Cap Focused ETF vs Vanguard High Dividend Yield ETF
Which is better, LCF or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. LCF led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 55.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LCF | VYM |
|---|---|---|
| Expense Ratio | 0.56% | 0.04%Best |
| AUM | $69M | $81.6B |
| Dividend Yield | 0.50% | 2.22% |
| Holdings | 46 | 613 |
| YTD Return | +8.82% | +11.35%Best |
| 1Y Return | +11.08% | +15.34%Best |
| 3Y Return (annualized) | +17.60%Best | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 14.0% | 13.4%Best |
| Max Drawdown | -18.3% | -14.5%Best |
| $10,000 over 4.1 years | $18,183Best | $16,716 |
| Top 10 Weight | 55.0% | 26.1%Best |
| Fund Family | Touchstone Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 27, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jul 29, 2022 to Sep 18, 2026 (4.1 years).
LCF vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.
LCF vs VYM Performance
Touchstone US Large Cap Focused ETF (LCF) is an ETF from Touchstone Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LCF returned +11.08% while VYM returned +15.34%. Year to date, LCF is up 8.82% versus a gain of 11.35% for VYM.
Over three years, LCF compounded at +17.60% per year against +17.22% for VYM. Across the full 4-year window we track, LCF has the edge at +15.70% annualized vs +13.35%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCF has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 13.4% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.3% for LCF and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LCF charges 0.56% per year while VYM charges 0.04%. On a $10,000 position that is $56 vs $4 annually, a gap of $52 per year that compounds over a long holding period. On income, LCF currently yields 0.50% against 2.22% for VYM.
Holdings Overlap
27.2% of LCF's money is in holdings VYM also owns. 22.9% of VYM's money is in holdings LCF also owns.
LCF and VYM share little of their money.
20 positions in common, counted across the 45 positions we hold weights for in LCF and 557 in VYM, against full books of 46 and 613.
What only one of them owns
Measured across the 45 and 557 positions we hold weights for.
VYM holds 508 positions LCF does not, 74.2% of the fund.
Largest: JPM 3.82%, CSCO 1.86%, ABBV 1.80%, CAT 1.50%, CVX 1.48%
Top Shared Holdings
| Stock | Weight in LCF | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.21% | 7.35% | 5.14% |
| XOMExxon Mobil Corp. | 2.47% | 2.63% | 0.16% |
| BACBank of America Corp.: Financials | 3.34% | 1.66% | 1.68% |
| JNJJohnson & Johnson - Common | 1.61% | 2.51% | 0.90% |
| PMPhilip Morris International Inc. | 2.38% | 1.21% | 1.17% |
| UNHUnitedhealth Group Incorporated | 1.31% | 1.52% | 0.21% |
| ORCLOracle Corp - Common | 1.71% | 0.90% | 0.81% |
| MDTMedtronic Plc Ordinary Shares | 1.78% | 0.44% | 1.34% |
| TXNTexas Instrument Inc | 1.18% | 1.02% | 0.16% |
| BDXBecton Dickinson And Co. | 1.75% | 0.19% | 1.56% |
27.2% of LCF is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LCF or VYM?
LCF has an expense ratio of 0.56% while VYM charges 0.04%. VYM is the cheaper option, by $52 a year on a $10,000 investment.
Which performed better, LCF or VYM?
Over the past year LCF returned +11.08% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), LCF annualized +15.70% vs +13.35% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LCF or VYM?
LCF has been the more volatile fund at 14.0% annualized versus 13.4% for VYM. Worst drawdown: LCF -18.3% vs VYM -14.5%.
Should I hold both LCF and VYM?
LCF and VYM have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LCF and VYM?
27.2% of LCF's money is in holdings VYM also owns. 22.9% of VYM's is in holdings LCF also owns. They hold 20 positions in common, counted across the 45 positions we hold weights for in LCF and 557 in VYM.
Which pays a higher dividend, LCF or VYM?
LCF yields 0.50% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LCF?
VYM has a lower expense ratio. LCF led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 55.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.