LDRX vs VOO
SGI Enhanced Market Leaders ETF vs Vanguard S&P 500 ETF
Which is better, LDRX or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. LDRX led over the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.97. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 54.3%.
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 | LDRX | VOO |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $252M | $997.4B |
| Dividend Yield | 1.11% | 1.04% |
| Holdings | 104 | 509 |
| YTD Return | +12.23% | +12.37%Best |
| 1Y Return | +16.17% | +16.61%Best |
| 3Y Return (annualized) | - | +21.37% |
| 5Y Return (annualized) | - | +13.49% |
| Volatility (annualized) | 14.0% | 12.0%Best |
| Max Drawdown | -10.6% | -8.9%Best |
| $10,000 over 1.4 years | $14,000Best | $13,842 |
| Top 10 Weight | 54.3% | 37.6%Best |
| Fund Family | Summit Global Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 5, 2025 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Sep 18, 2026 (1.4 years).
LDRX vs VOO 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 1.4 years both funds cover.
LDRX vs VOO Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LDRX returned +16.17% while VOO returned +16.61%. Year to date, LDRX is up 12.23% versus a gain of 12.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 12.0% 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 -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.04% for VOO.
Holdings Overlap
99.5% of LDRX's money is in holdings VOO also owns. 69.7% of VOO's money is in holdings LDRX also owns.
Most of LDRX is already inside VOO. Owning both mostly buys the same companies twice.
102 positions in common, counted across the 103 positions we hold weights for in LDRX and 494 in VOO, against full books of 104 and 509.
What only one of them owns
Measured across the 103 and 494 positions we hold weights for.
VOO holds 385 positions LDRX does not, 29.4% of the fund.
Largest: GOOG 2.62%, PANW 0.42%, KLAC 0.37%, APH 0.31%, CRWD 0.30%
Top Shared Holdings
| Stock | Weight in LDRX | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 11.13% | 7.55% | 3.58% |
| AAPLApple, Inc | 9.69% | 7.05% | 2.64% |
| MSFTMicrosoft Corp | 7.82% | 5.36% | 2.46% |
| GOOGLAlphabet Inc,class A | 7.59% | 3.24% | 4.35% |
| AMZNAmazon.Com Inc | 5.27% | 4.13% | 1.14% |
| AVGOBroadcom Inc | 3.69% | 2.86% | 0.83% |
| METAMeta Platforms Inc | 2.61% | 1.90% | 0.71% |
| MUMicron Technology, Inc. | 2.34% | 1.44% | 0.90% |
| TSLATesla Inc | 2.18% | 1.36% | 0.82% |
| JPMJpmorgan Chase | 1.99% | 1.46% | 0.53% |
99.5% of LDRX is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $56 a year on a $10,000 investment.
Which performed better, LDRX or VOO?
Over the past year LDRX returned +16.17% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +27.17% vs +26.14% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LDRX or VOO?
LDRX has been the more volatile fund at 14.0% annualized versus 12.0% for VOO. Worst drawdown: LDRX -10.6% vs VOO -8.9%.
Should I hold both LDRX and VOO?
LDRX and VOO have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LDRX and VOO?
99.5% of LDRX's money is in holdings VOO also owns. 69.7% of VOO's is in holdings LDRX also owns. They hold 102 positions in common, counted across the 103 positions we hold weights for in LDRX and 494 in VOO.
Which pays a higher dividend, LDRX or VOO?
LDRX yields 1.11% while VOO yields 1.04%, so LDRX currently pays the higher dividend yield.
Is VOO better than LDRX?
VOO has a lower expense ratio. LDRX led over the full window, VOO over 1Y. The two have moved almost in lockstep, correlation 0.97. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 54.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.