LEXI vs VYM

LEXI vs VYM

Which is better, LEXI or VYM?

Tactical Allocation against Large Cap Value.

VYM has a lower expense ratio. LEXI led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 51.7%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricLEXIVYM
Expense Ratio1.00%0.04%Best
AUM$190M$81.6B
Dividend Yield0.83%2.22%
Holdings44613
YTD Return+13.57%Best+10.24%
1Y Return+19.53%Best+14.89%
3Y Return (annualized)+20.96%Best+18.00%
5Y Return (annualized)+10.90%+11.42%Best
Volatility (annualized)14.0%13.8%Best
Max Drawdown-22.0%-15.8%Best
$10,000 over 5 years$16,775$17,172Best
Top 10 Weight51.7%26.1%Best
Fund FamilyAlexis Investment Partners, LLCVanguard (US)
CategoryAllocation/BalancedEquity
StyleTactical AllocationLarge Cap Value
InceptionJun 30, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jul 1, 2021 to Sep 25, 2026 (5.2 years).

LEXI 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 5.2 years both funds cover.

LEXI vs VYM Performance

Alexis Practical Tactical ETF (LEXI) is an ETF from Alexis Investment Partners, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LEXI returned +19.53% while VYM returned +14.89%. Year to date, LEXI is up 13.57% versus a gain of 10.24% for VYM.

Over three years, LEXI compounded at +20.96% per year against +18.00% for VYM; over five years the annualized figures are +10.90% and +11.42% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LEXI has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 13.8% 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 -22.0% for LEXI and -15.8% 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LEXI charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, LEXI currently yields 0.83% against 2.22% for VYM.

Holdings Overlap

LEXI already in VYM4.5%
VYM already in LEXI9.8%

4.5% of LEXI's money is in holdings VYM also owns. 9.8% of VYM's money is in holdings LEXI also owns.

VYM and LEXI share little of their money.

7 positions in common, counted across the 48 positions we hold weights for in LEXI and 557 in VYM, against full books of 44 and 613.

What only one of them owns

Measured across the 48 and 557 positions we hold weights for.

VYM holds 521 positions LEXI does not, 87.3% of the fund.

Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, ABBV 1.80%, BAC 1.66%

Top Shared Holdings

StockWeight in LEXIWeight in VYMDifference
JNJJohnson & Johnson - Common0.51%2.51%2.00%
CATCaterpillar, Inc.0.99%1.50%0.51%
CSCOCisco Systems Inc. - Ordinary Shares0.51%1.86%1.35%
HDHome Depot Inc/The0.48%1.34%0.86%
IBMInternational Business Machines Corp.0.81%0.85%0.04%
AMGNAmgen Inc.0.71%0.78%0.07%
MSMorgan Stanley0.51%0.96%0.45%

You are not choosing between two funds in isolation.

Whichever of LEXI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LEXIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LEXI or VYM?

LEXI has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, LEXI or VYM?

Over the past year LEXI returned +19.53% vs +14.89% for VYM, 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 VYM?

LEXI has been the more volatile fund at 14.0% annualized versus 13.8% for VYM. Worst drawdown: LEXI -22.0% vs VYM -15.8%.

Should I hold both LEXI and VYM?

LEXI and VYM have a monthly-return correlation of 0.87, 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 LEXI and VYM?

9.8% of VYM's money is in holdings LEXI also owns. 9.8% of VYM's is in holdings LEXI also owns. They hold 7 positions in common, counted across the 48 positions we hold weights for in LEXI and 557 in VYM.

Which pays a higher dividend, LEXI or VYM?

LEXI yields 0.83% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than LEXI?

VYM has a lower expense ratio. LEXI led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 26.1% 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.