LFEQ vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricLFEQVOOWinner
Expense Ratio0.58%0.03%
AUM$28M$979.0B
Dividend Yield0.82%1.09%
Holdings3509
YTD Return+13.44%+13.80%
1Y Return+23.08%+23.71%
3Y Return (annualized)+17.27%+21.50%
5Y Return (annualized)+9.43%+13.44%
Volatility (annualized)14.8%14.1%
Max Drawdown-35.2%-34.3%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionOct 4, 2017Sep 7, 2010

LFEQ vs VOO Performance

VanEck Long/Flat Trend ETF (LFEQ) is a ETF from VanEck and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LFEQ returned +23.08% while VOO returned +23.71%. Year to date, LFEQ is up 13.44% versus a gain of 13.80% for VOO.

Over three years, LFEQ compounded at +17.27% per year against +21.50% for VOO; over five years the annualized figures are +9.43% and +13.44% respectively. Across the full 9-year window we track, VOO has the edge at +13.58% annualized vs +11.93%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LFEQ has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.1% for VOO. 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 worth weighing if you expect to sell during market stress rather than ride it out.

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 0.82% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

LFEQ and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $55 per year of difference.

Which performed better, LFEQ or VOO?

Over the past year LFEQ returned +23.08% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), LFEQ annualized +11.93% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, LFEQ or VOO?

LFEQ has been the more volatile fund at 14.8% annualized versus 14.1% for VOO. 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between LFEQ and VOO?

LFEQ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, LFEQ or VOO?

LFEQ yields 0.82% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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