LDRX vs VOO
SGI Enhanced Market Leaders ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LDRX delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LDRX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $241M | $979.0B | |
| Dividend Yield | 1.11% | 1.09% | |
| Holdings | 105 | 509 | |
| YTD Return | +12.90% | +13.80% | |
| 1Y Return | +25.24% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 14.5% | 14.1% | |
| Max Drawdown | -10.6% | -34.3% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 5, 2025 | Sep 7, 2010 |
LDRX vs VOO Performance
SGI Enhanced Market Leaders ETF (LDRX) is a ETF from Summit Global Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LDRX returned +25.24% while VOO returned +23.71%. Year to date, LDRX is up 12.90% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.1% for VOO. 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 -10.6% for LDRX and -34.3% for VOO. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LDRX charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, LDRX currently yields 1.11% against 1.09% for VOO.
Holdings Overlap
LDRX and VOO share 100 holdings out of 507 unique holdings combined, representing a 67.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, LDRX or VOO?
LDRX has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, LDRX or VOO?
Over the past year LDRX returned +25.24% vs +23.71% for VOO, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +30.62% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, LDRX or VOO?
LDRX has been the more volatile fund at 14.5% annualized versus 14.1% for VOO. Worst drawdown: LDRX -10.6% vs VOO -34.3%.
Should I hold both LDRX and VOO?
LDRX and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LDRX and VOO?
LDRX and VOO share 100 common holdings with a 67.3% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, LDRX or VOO?
LDRX yields 1.11% while VOO yields 1.09%, so LDRX currently pays the higher dividend yield.
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