LDRX vs VYM
SGI Enhanced Market Leaders ETF vs Vanguard High Dividend Yield ETF
Which is better, LDRX or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. LDRX led over 1Y and the full window. VYM is less concentrated, with 26.1% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.59% | 0.04%Best |
| AUM | $252M | $81.6B |
| Dividend Yield | 1.11% | 2.22% |
| Holdings | 104 | 613 |
| YTD Return | +12.23%Best | +11.35% |
| 1Y Return | +16.17%Best | +15.34% |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 14.0% | 9.4%Best |
| Max Drawdown | -10.6% | -6.7%Best |
| $10,000 over 1.4 years | $14,000Best | $13,186 |
| Top 10 Weight | 54.3% | 26.1%Best |
| Fund Family | Summit Global Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 5, 2025 | Nov 10, 2006 |
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 VYM 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 VYM Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LDRX returned +16.17% while VYM returned +15.34%. Year to date, LDRX is up 12.23% versus a gain of 11.35% for VYM.
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 9.4% 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 -10.6% for LDRX and -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LDRX charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, LDRX currently yields 1.11% against 2.22% for VYM.
Holdings Overlap
30.4% of LDRX's money is in holdings VYM also owns. 59.7% of VYM's money is in holdings LDRX also owns.
The two portfolios partly overlap.
62 positions in common, counted across the 103 positions we hold weights for in LDRX and 557 in VYM, against full books of 104 and 613.
What only one of them owns
Measured across the 103 and 557 positions we hold weights for.
VYM holds 466 positions LDRX does not, 37.4% of the fund.
Largest: ADI 0.73%, ETN 0.65%, CB 0.50%, PGR 0.50%, DELL 0.50%
Top Shared Holdings
| Stock | Weight in LDRX | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.69% | 7.35% | 3.66% |
| JPMJpmorgan Chase | 1.99% | 3.82% | 1.83% |
| XOMExxon Mobil Corp. | 1.31% | 2.63% | 1.32% |
| JNJJohnson & Johnson - Common | 1.27% | 2.51% | 1.24% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.87% | 1.86% | 0.99% |
| ABBVAbbvie Inc. | 0.87% | 1.80% | 0.93% |
| BACBank Of America Corp. | 0.84% | 1.66% | 0.82% |
| UNHUnitedhealth Group Incorporated | 0.75% | 1.52% | 0.77% |
| CATCaterpillar, Inc. | 0.76% | 1.50% | 0.74% |
| CVXChevron Corp | 0.76% | 1.48% | 0.72% |
59.7% of VYM is already inside LDRX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LDRX or VYM?
LDRX has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, LDRX or VYM?
Over the past year LDRX returned +16.17% vs +15.34% for VYM, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +27.17% vs +21.84% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LDRX or VYM?
LDRX has been the more volatile fund at 14.0% annualized versus 9.4% for VYM. Worst drawdown: LDRX -10.6% vs VYM -6.7%.
Should I hold both LDRX and VYM?
LDRX and VYM have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LDRX and VYM?
59.7% of VYM's money is in holdings LDRX also owns. 59.7% of VYM's is in holdings LDRX also owns. They hold 62 positions in common, counted across the 103 positions we hold weights for in LDRX and 557 in VYM.
Which pays a higher dividend, LDRX or VYM?
LDRX yields 1.11% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LDRX?
VYM has a lower expense ratio. LDRX led over 1Y and the full window. VYM is less concentrated, with 26.1% 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.