LCLG vs VYM
Logan Capital Broad Innovative Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | LCLG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.04% | |
| AUM | $111M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 57 | 616 | |
| YTD Return | +12.18% | +14.66% | |
| 1Y Return | +21.50% | +22.16% | |
| 3Y Return (annualized) | +25.95% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 19.9% | 14.6% | |
| Max Drawdown | -25.8% | -58.8% | |
| Fund Family | Logan Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 8, 2022 | Nov 10, 2006 |
LCLG vs VYM Performance
Logan Capital Broad Innovative Growth ETF (LCLG) is a ETF from Logan Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LCLG returned +21.50% while VYM returned +22.16%. Year to date, LCLG is up 12.18% versus a gain of 14.66% for VYM.
Over three years, LCLG compounded at +25.95% per year against +18.72% for VYM. Across the full 4-year window we track, LCLG has the edge at +21.27% annualized vs +7.01%. 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 14.6% 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 -25.8% for LCLG and -58.8% for VYM. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LCLG charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
LCLG and VYM share 14 holdings out of 645 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LCLG or VYM?
LCLG has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, LCLG or VYM?
Over the past year LCLG returned +21.50% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), LCLG annualized +21.27% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, LCLG or VYM?
LCLG has been the more volatile fund at 19.9% annualized versus 14.6% for VYM. Worst drawdown: LCLG -25.8% vs VYM -58.8%.
Should I hold both LCLG and VYM?
LCLG and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LCLG and VYM?
LCLG and VYM share 14 common holdings with a 7.7% weight overlap. Combined, they hold 645 unique securities.
Which pays a higher dividend, LCLG or VYM?
LCLG yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.