LDRX vs VYM
SGI Enhanced Market Leaders ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LDRX delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | LDRX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.04% | |
| AUM | $256M | $81.6B | |
| Dividend Yield | 1.11% | 2.24% | |
| Holdings | 104 | 616 | |
| YTD Return | +12.23% | +14.84% | |
| 1Y Return | +21.11% | +20.88% | |
| 3Y Return (annualized) | - | +18.34% | |
| 5Y Return (annualized) | - | +12.04% | |
| Volatility (annualized) | 14.5% | 14.6% | |
| Max Drawdown | -10.6% | -58.8% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 5, 2025 | Nov 10, 2006 |
LDRX vs VYM Performance
SGI Enhanced Market Leaders ETF (LDRX) is a ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LDRX returned +21.11% while VYM returned +20.88%. Year to date, LDRX is up 12.23% versus a gain of 14.84% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.5% for LDRX. 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 -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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.24% for VYM.
Holdings Overlap
LDRX and VYM share 60 holdings out of 645 unique holdings combined, representing a 31.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $55 per year of difference.
Which performed better, LDRX or VYM?
Over the past year LDRX returned +21.11% vs +20.88% for VYM, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +28.51% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, LDRX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.5% for LDRX. Worst drawdown: LDRX -10.6% vs VYM -58.8%.
Should I hold both LDRX and VYM?
LDRX and VYM have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDRX and VYM?
LDRX and VYM share 60 common holdings with a 31.3% weight overlap. Combined, they hold 645 unique securities.
Which pays a higher dividend, LDRX or VYM?
LDRX yields 1.11% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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