LFEQ vs VTI

LFEQ vs VTI

Which is better, LFEQ or VTI?

VTI has been ahead.

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

Lower Fees: VTIHigher Returns: 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

MetricLFEQVTI
Expense Ratio0.58%0.03%Best
AUM$28M$666.9B
Dividend Yield0.80%1.03%
Holdings23,543
YTD Return+11.96%+12.28%Best
1Y Return+16.47%+16.78%Best
3Y Return (annualized)+17.11%+20.89%Best
5Y Return (annualized)+9.09%+11.94%Best
Volatility (annualized)14.8%Best16.7%
Max Drawdown-35.2%-35.0%Best
$10,000 over 5 years$15,450$17,576Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 4, 2017May 24, 2001

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 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 9 years both funds cover.

LFEQ vs VTI Performance

VanEck Long/Flat Trend ETF (LFEQ) is an ETF from VanEck and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LFEQ returned +16.47% while VTI returned +16.78%. Year to date, LFEQ is up 11.96% versus a gain of 12.28% for VTI.

Over three years, LFEQ compounded at +17.11% per year against +20.89% for VTI; over five years the annualized figures are +9.09% and +11.94% respectively. Across the full 9-year window we track, VTI has the edge at +13.42% annualized vs +11.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -35.0% 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 0.93. 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 0.80% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in LFEQ and 3,463 in VTI, totalling 99.8% and 98.1% 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 3,463 in VTI, against full books of 2 and 3,543.

You are not choosing between two funds in isolation.

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

LFEQVTI

Free for up to 10 holdings. No account needed.

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, by $55 a year on a $10,000 investment.

Which performed better, LFEQ or VTI?

Over the past year LFEQ returned +16.47% vs +16.78% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), LFEQ annualized +11.61% vs +13.42% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LFEQ or VTI?

VTI has been the more volatile fund at 16.7% annualized versus 14.8% for LFEQ. Worst drawdown: LFEQ -35.2% vs VTI -35.0%.

Should I hold both LFEQ and VTI?

LFEQ and VTI 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 VTI?

LFEQ yields 0.80% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than LFEQ?

VTI has a lower expense ratio. VTI 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.