LCLG vs VXUS

LCLG vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLCLGVXUSWinner
Expense Ratio0.90%0.05%
AUM$111M$158.1B
Dividend Yield0.00%2.59%
Holdings578,747
YTD Return+13.49%+13.56%
1Y Return+21.02%+24.30%
3Y Return (annualized)+26.49%+20.24%
5Y Return (annualized)-+9.37%
Volatility (annualized)19.9%15.1%
Max Drawdown-25.8%-39.9%
Fund FamilyLogan CapitalVanguard (US)
CategoryEquityEquity
InceptionAug 8, 2022Jan 26, 2011

LCLG vs VXUS Performance

Logan Capital Broad Innovative Growth ETF (LCLG) is a ETF from Logan Capital and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LCLG returned +21.02% while VXUS returned +24.30%. Year to date, LCLG is up 13.49% versus a gain of 13.56% for VXUS.

Over three years, LCLG compounded at +26.49% per year against +20.24% for VXUS. Across the full 4-year window we track, LCLG has the edge at +21.65% annualized vs +4.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LCLG has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 15.1% for VXUS. 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 -25.8% for LCLG and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LCLG charges 0.90% per year while VXUS charges 0.05%. On a $10,000 position that is $90 vs $5 annually, a gap of $85 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 2.59% for VXUS.

Holdings Overlap

0.1%overlap

LCLG and VXUS share 2 holdings out of 7923 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LCLGWeight in VXUSDifference
CLS:CA0.86%0.07%0.79%
LOGN:SM0.68%0.03%0.65%

Frequently Asked Questions

Which is cheaper, LCLG or VXUS?

LCLG has an expense ratio of 0.90% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, LCLG or VXUS?

Over the past year LCLG returned +21.02% vs +24.30% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), LCLG annualized +21.65% vs +4.79% for VXUS. Past performance does not guarantee future results.

Which is riskier, LCLG or VXUS?

LCLG has been the more volatile fund at 19.9% annualized versus 15.1% for VXUS. Worst drawdown: LCLG -25.8% vs VXUS -39.9%.

Should I hold both LCLG and VXUS?

LCLG and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LCLG and VXUS?

LCLG and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7923 unique securities.

Which pays a higher dividend, LCLG or VXUS?

LCLG yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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