LGCF vs VYM

LGCF vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricLGCFVYMWinner
Expense Ratio0.29%0.04%
AUM$2M$81.6B
Dividend Yield1.67%2.24%
Holdings77616
YTD Return+14.49%+15.60%
1Y Return+23.11%+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)10.2%14.6%
Max Drawdown-16.7%-58.8%
Fund FamilyThemes ETFsVanguard (US)
CategoryEquityEquity
InceptionDec 13, 2023Nov 10, 2006

LGCF vs VYM Performance

Themes US Cash Flow Champions ETF (LGCF) is a ETF from Themes ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LGCF returned +23.11% while VYM returned +23.48%. Year to date, LGCF is up 14.49% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.2% for LGCF. 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 -16.7% for LGCF and -58.8% for VYM. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LGCF charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, LGCF currently yields 1.67% against 2.24% for VYM.

Holdings Overlap

21.2%overlap

LGCF and VYM share 53 holdings out of 626 unique holdings combined, representing a 21.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LGCFWeight in VYMDifference
JPM5.19%3.38%1.81%
XOM5.40%2.36%3.04%
CVX5.46%1.28%4.18%
ABBVProProPro
GSProProPro
QCOMProProPro
GILDProProPro
CBProProPro
COFProProPro
PGRProProPro
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Frequently Asked Questions

Which is cheaper, LGCF or VYM?

LGCF has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, LGCF or VYM?

Over the past year LGCF returned +23.11% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), LGCF annualized +19.61% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, LGCF or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 10.2% for LGCF. Worst drawdown: LGCF -16.7% vs VYM -58.8%.

Should I hold both LGCF and VYM?

LGCF and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LGCF and VYM?

LGCF and VYM share 53 common holdings with a 21.2% weight overlap. Combined, they hold 626 unique securities.

Which pays a higher dividend, LGCF or VYM?

LGCF yields 1.67% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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