LFGY vs VTI
YieldMax Crypto Industry & Tech Portfolio Option Income ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | LFGY | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.03% | |
| AUM | $94M | $663.5B | |
| Dividend Yield | 85.42% | 1.07% | |
| Holdings | 86 | 3,543 | |
| YTD Return | +0.76% | +14.96% | |
| 1Y Return | -6.99% | +22.39% | |
| 3Y Return (annualized) | - | +21.51% | |
| 5Y Return (annualized) | - | +12.36% | |
| Volatility (annualized) | 34.5% | 15.4% | |
| Max Drawdown | -35.9% | -56.6% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 13, 2025 | May 24, 2001 |
LFGY vs VTI Performance
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is a ETF from YieldMax ETF and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LFGY returned -6.99% while VTI returned +22.39%. Year to date, LFGY is up 0.76% versus a gain of 14.96% for VTI.
Risk: Volatility and Drawdowns
LFGY has been the more volatile fund, with annualized monthly volatility of 34.5% compared with 15.4% for VTI. 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 -35.9% for LFGY 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LFGY charges 1.02% per year while VTI charges 0.03%. On a $10,000 position that is $102 vs $3 annually, a gap of $99 per year that compounds over a long holding period. On income, LFGY currently yields 85.42% against 1.07% for VTI.
Holdings Overlap
LFGY and VTI share 12 holdings out of 2793 unique holdings combined, representing a 5.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LFGY or VTI?
LFGY has an expense ratio of 1.02% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, LFGY or VTI?
Over the past year LFGY returned -6.99% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), LFGY annualized -2.31% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, LFGY or VTI?
LFGY has been the more volatile fund at 34.5% annualized versus 15.4% for VTI. Worst drawdown: LFGY -35.9% vs VTI -56.6%.
Should I hold both LFGY and VTI?
LFGY and VTI have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LFGY and VTI?
LFGY and VTI share 12 common holdings with a 5.9% weight overlap. Combined, they hold 2793 unique securities.
Which pays a higher dividend, LFGY or VTI?
LFGY yields 85.42% while VTI yields 1.07%, so LFGY currently pays the higher dividend yield.
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