LEXI vs VOO
Alexis Practical Tactical ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LEXI delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | LEXI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $192M | $997.4B | |
| Dividend Yield | 0.84% | 1.08% | |
| Holdings | 44 | 509 | |
| YTD Return | +14.05% | +13.81% | |
| 1Y Return | +23.36% | +21.53% | |
| 3Y Return (annualized) | +19.45% | +21.46% | |
| 5Y Return (annualized) | +10.58% | +12.87% | |
| Volatility (annualized) | 14.0% | 14.1% | |
| Max Drawdown | -22.0% | -34.3% | |
| Fund Family | Alexis Investment Partners, LLC | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 30, 2021 | Sep 7, 2010 |
LEXI vs VOO Performance
Alexis Practical Tactical ETF (LEXI) is a ETF from Alexis Investment Partners, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LEXI returned +23.36% while VOO returned +21.53%. Year to date, LEXI is up 14.05% versus a gain of 13.81% for VOO.
Over three years, LEXI compounded at +19.45% per year against +21.46% for VOO; over five years the annualized figures are +10.58% and +12.87% respectively. Across the full 5-year window we track, VOO has the edge at +13.51% annualized vs +11.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 14.0% for LEXI. 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 -22.0% for LEXI 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
LEXI charges 1.00% per year while VOO charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, LEXI currently yields 0.84% against 1.08% for VOO.
Holdings Overlap
LEXI and VOO share 24 holdings out of 529 unique holdings combined, representing a 13.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LEXI or VOO?
LEXI has an expense ratio of 1.00% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, LEXI or VOO?
Over the past year LEXI returned +23.36% vs +21.53% for VOO, so LEXI leads on 1-year performance. Over the longest common window we track (5 years), LEXI annualized +11.08% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, LEXI or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 14.0% for LEXI. Worst drawdown: LEXI -22.0% vs VOO -34.3%.
Should I hold both LEXI and VOO?
LEXI 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 LEXI and VOO?
LEXI and VOO share 24 common holdings with a 13.0% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, LEXI or VOO?
LEXI yields 0.84% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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