LFEQ vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricLFEQVTIWinner
Expense Ratio0.58%0.03%
AUM$28M$663.5B
Dividend Yield0.82%1.07%
Holdings33,543
YTD Return+13.44%+14.20%
1Y Return+23.08%+24.16%
3Y Return (annualized)+17.27%+21.12%
5Y Return (annualized)+9.43%+12.37%
Volatility (annualized)14.8%15.3%
Max Drawdown-35.2%-56.6%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionOct 4, 2017May 24, 2001

LFEQ vs VTI Performance

VanEck Long/Flat Trend ETF (LFEQ) is a ETF from VanEck and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LFEQ returned +23.08% while VTI returned +24.16%. Year to date, LFEQ is up 13.44% versus a gain of 14.20% for VTI.

Over three years, LFEQ compounded at +17.27% per year against +21.12% for VTI; over five years the annualized figures are +9.43% and +12.37% respectively. Across the full 9-year window we track, LFEQ has the edge at +11.93% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

LFEQ and VTI share 0 holdings out of 2784 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 VTI?

LFEQ has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, LFEQ or VTI?

Over the past year LFEQ returned +23.08% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), LFEQ annualized +11.93% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, LFEQ or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.8% for LFEQ. Worst drawdown: LFEQ -35.2% vs VTI -56.6%.

Should I hold both LFEQ and VTI?

LFEQ and VTI 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 VTI?

LFEQ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, LFEQ or VTI?

LFEQ yields 0.82% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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