LCTO vs VTI

LCTO vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricLCTOVTIWinner
Expense Ratio0.70%0.03%
AUM$505,135.27$666.9B
Dividend Yield0.00%1.07%
Holdings143,543
YTD Return+1.00%+13.12%
1Y Return-+21.07%
3Y Return (annualized)-+20.54%
5Y Return (annualized)-+11.71%
Volatility (annualized)-15.3%
Max Drawdown-4.0%-56.6%
Fund FamilyKurvVanguard (US)
CategoryEquityEquity
InceptionJul 6, 2026May 24, 2001

LCTO vs VTI Performance

Kurv US Large Cap TaxOptimized ETF (LCTO) is a ETF from Kurv and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, LCTO is up 1.00% versus a gain of 13.12% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.0% for LCTO and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

LCTO charges 0.70% per year while VTI charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, LCTO currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

LCTO and VTI share 0 holdings out of 2795 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, LCTO or VTI?

LCTO has an expense ratio of 0.70% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between LCTO and VTI?

LCTO and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2795 unique securities.

Which pays a higher dividend, LCTO or VTI?

LCTO yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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