LFEQ vs VOO

LFEQ vs VOO

Which is better, LFEQ or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: VOOHigher Returns: VOO

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

MetricLFEQVOO
Expense Ratio0.58%0.03%Best
AUM$28M$997.4B
Dividend Yield0.80%1.04%
Holdings2509
YTD Return+11.96%+12.25%Best
1Y Return+16.47%+17.03%Best
3Y Return (annualized)+17.11%+21.25%Best
5Y Return (annualized)+9.09%+13.08%Best
Volatility (annualized)14.8%Best16.2%
Max Drawdown-35.2%-34.3%Best
$10,000 over 5 years$15,450$18,490Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 4, 2017Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 5, 2017 to Sep 17, 2026 (9 years).

LFEQ vs VOO 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 9 years both funds cover.

LFEQ vs VOO Performance

VanEck Long/Flat Trend ETF (LFEQ) is an ETF from VanEck and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LFEQ returned +16.47% while VOO returned +17.03%. Year to date, LFEQ is up 11.96% versus a gain of 12.25% for VOO.

Over three years, LFEQ compounded at +17.11% per year against +21.25% for VOO; over five years the annualized figures are +9.09% and +13.08% respectively. Across the full 9-year window we track, VOO has the edge at +14.03% annualized vs +11.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 14.8% for LFEQ. 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 -35.2% for LFEQ and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LFEQ charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, LFEQ currently yields 0.80% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1 holding in LFEQ and 494 in VOO, totalling 99.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in LFEQ and 494 in VOO, against full books of 2 and 509.

You are not choosing between two funds in isolation.

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

LFEQVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LFEQ or VOO?

LFEQ has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, LFEQ or VOO?

Over the past year LFEQ returned +16.47% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), LFEQ annualized +11.61% vs +14.03% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LFEQ or VOO?

VOO has been the more volatile fund at 16.2% annualized versus 14.8% for LFEQ. Worst drawdown: LFEQ -35.2% vs VOO -34.3%.

Should I hold both LFEQ and VOO?

LFEQ and VOO have a monthly-return correlation of 0.93, 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.

Which pays a higher dividend, LFEQ or VOO?

LFEQ yields 0.80% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than LFEQ?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.