LEXI vs VTI

LEXI vs VTI

Which is better, LEXI or VTI?

Tactical Allocation against Large Cap Blend.

VTI has a lower expense ratio. LEXI led over 1Y, VTI over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 51.7%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: VTI

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

MetricLEXIVTI
Expense Ratio1.00%0.03%Best
AUM$190M$666.9B
Dividend Yield0.83%1.03%
Holdings443,543
YTD Return+12.58%Best+12.30%
1Y Return+18.19%Best+16.08%
3Y Return (annualized)+19.41%+21.01%Best
5Y Return (annualized)+11.11%+12.36%Best
Volatility (annualized)14.1%Best15.9%
Max Drawdown-22.0%Best-25.4%
$10,000 over 5 years$16,934$17,908Best
Top 10 Weight51.7%33.3%Best
Fund FamilyAlexis Investment Partners, LLCVanguard (US)
CategoryAllocation/BalancedEquity
StyleTactical AllocationLarge Cap Blend
InceptionJun 30, 2021May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Jul 1, 2021 to Sep 18, 2026 (5.2 years).

LEXI vs VTI 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 5.2 years both funds cover.

LEXI vs VTI Performance

Alexis Practical Tactical ETF (LEXI) is an ETF from Alexis Investment Partners, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LEXI returned +18.19% while VTI returned +16.08%. Year to date, LEXI is up 12.58% versus a gain of 12.30% for VTI.

Over three years, LEXI compounded at +19.41% per year against +21.01% for VTI; over five years the annualized figures are +11.11% and +12.36% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.1% 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 -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.98. 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 VTI 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 0.83% against 1.03% for VTI.

Holdings Overlap

LEXI already in VTI18.1%
VTI already in LEXI32.2%

18.1% of LEXI's money is in holdings VTI also owns. 32.2% of VTI's money is in holdings LEXI also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 48 positions we hold weights for in LEXI and 3,463 in VTI, against full books of 44 and 3,543.

What only one of them owns

Measured across the 48 and 3,463 positions we hold weights for.

VTI holds 1,125 positions LEXI does not, 65.2% of the fund.

Largest: AMZN 3.65%, AVGO 2.56%, GOOG 2.31%, JPM 1.31%, MU 1.29%

Top Shared Holdings

StockWeight in LEXIWeight in VTIDifference
NVDANvidia Corp1.18%6.40%5.22%
AAPLApple, Inc0.95%6.29%5.34%
MSFTMicrosoft Corp1.09%4.79%3.70%
GOOGLAlphabet Inc,class A0.95%2.90%1.95%
METAMeta Platforms Inc0.66%1.70%1.04%
TSLATesla Inc0.74%1.22%0.48%
LLYEli Lilly & Co.0.59%1.35%0.76%
AMATApplied Materials, Inc.1.00%0.56%0.44%
CATCaterpillar, Inc.0.99%0.52%0.47%
VVisa Inc Class A0.60%0.83%0.23%

32.2% of VTI is already inside LEXI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LEXIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LEXI or VTI?

LEXI has an expense ratio of 1.00% while VTI charges 0.03%. VTI is the cheaper option, by $97 a year on a $10,000 investment.

Which performed better, LEXI or VTI?

Over the past year LEXI returned +18.19% vs +16.08% for VTI, so LEXI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LEXI or VTI?

VTI has been the more volatile fund at 15.9% annualized versus 14.1% for LEXI. Worst drawdown: LEXI -22.0% vs VTI -25.4%.

Should I hold both LEXI and VTI?

LEXI and VTI have a monthly-return correlation of 0.98, 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 LEXI and VTI?

32.2% of VTI's money is in holdings LEXI also owns. 32.2% of VTI's is in holdings LEXI also owns. They hold 25 positions in common, counted across the 48 positions we hold weights for in LEXI and 3,463 in VTI.

Which pays a higher dividend, LEXI or VTI?

LEXI yields 0.83% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than LEXI?

VTI has a lower expense ratio. LEXI led over 1Y, VTI over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 51.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.