LFEQ vs VYM
VanEck Long/Flat Trend ETF vs Vanguard High Dividend Yield ETF
Which is better, LFEQ or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. LFEQ led over the full window, VYM over 1Y, 3Y and 5Y.
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
| Metric | LFEQ | VYM |
|---|---|---|
| Expense Ratio | 0.58% | 0.04%Best |
| AUM | $28M | $81.6B |
| Dividend Yield | 0.80% | 2.22% |
| Holdings | 2 | 613 |
| YTD Return | +11.96% | +12.29%Best |
| 1Y Return | +16.47% | +16.61%Best |
| 3Y Return (annualized) | +17.11% | +17.42%Best |
| 5Y Return (annualized) | +9.09% | +12.12%Best |
| Volatility (annualized) | 14.8%Best | 15.0% |
| Max Drawdown | -35.2%Best | -35.7% |
| $10,000 over 5 years | $15,450 | $17,718Best |
| Fund Family | VanEck | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 4, 2017 | Nov 10, 2006 |
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 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 9 years both funds cover.
LFEQ vs VYM Performance
VanEck Long/Flat Trend ETF (LFEQ) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LFEQ returned +16.47% while VYM returned +16.61%. Year to date, LFEQ is up 11.96% versus a gain of 12.29% for VYM.
Over three years, LFEQ compounded at +17.11% per year against +17.42% for VYM; over five years the annualized figures are +9.09% and +12.12% respectively. Across the full 9-year window we track, LFEQ has the edge at +11.61% annualized vs +9.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 15.0% 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 -35.7% 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LFEQ charges 0.58% per year while VYM charges 0.04%. On a $10,000 position that is $58 vs $4 annually, a gap of $54 per year that compounds over a long holding period. On income, LFEQ currently yields 0.80% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in LFEQ and 557 in VYM, totalling 99.8% and 99.2% 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 557 in VYM, against full books of 2 and 613.
You are not choosing between two funds in isolation.
Whichever of LFEQ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LFEQ or VYM?
LFEQ has an expense ratio of 0.58% while VYM charges 0.04%. VYM is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, LFEQ or VYM?
Over the past year LFEQ returned +16.47% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), LFEQ annualized +11.61% vs +9.72% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LFEQ or VYM?
VYM has been the more volatile fund at 15.0% annualized versus 14.8% for LFEQ. Worst drawdown: LFEQ -35.2% vs VYM -35.7%.
Should I hold both LFEQ and VYM?
LFEQ and VYM have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LFEQ or VYM?
LFEQ yields 0.80% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LFEQ?
VYM has a lower expense ratio. LFEQ led over the full window, VYM over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.