LGDX vs VYM
Intech S&P Large Cap Diversified Alpha ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | LGDX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $146M | $81.6B | |
| Dividend Yield | 0.48% | 2.24% | |
| Holdings | 282 | 613 | |
| YTD Return | +12.19% | +15.29% | |
| 1Y Return | +18.33% | +22.23% | |
| 3Y Return (annualized) | - | +18.81% | |
| 5Y Return (annualized) | - | +12.14% | |
| Volatility (annualized) | 12.7% | 14.5% | |
| Max Drawdown | -15.8% | -58.8% | |
| Fund Family | Intech ETF | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 1, 2025 | Nov 10, 2006 |
LGDX vs VYM Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is a ETF from Intech ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LGDX returned +18.33% while VYM returned +22.23%. Year to date, LGDX is up 12.19% versus a gain of 15.29% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 12.7% for LGDX. 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 -15.8% for LGDX 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGDX charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, LGDX currently yields 0.48% against 2.24% for VYM.
Holdings Overlap
LGDX and VYM share 161 holdings out of 721 unique holdings combined, representing a 27.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LGDX or VYM?
LGDX has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, LGDX or VYM?
Over the past year LGDX returned +18.33% vs +22.23% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), LGDX annualized +17.49% vs +7.02% for VYM. Past performance does not guarantee future results.
Which is riskier, LGDX or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 12.7% for LGDX. Worst drawdown: LGDX -15.8% vs VYM -58.8%.
Should I hold both LGDX and VYM?
LGDX and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LGDX and VYM?
LGDX and VYM share 161 common holdings with a 27.4% weight overlap. Combined, they hold 721 unique securities.
Which pays a higher dividend, LGDX or VYM?
LGDX yields 0.48% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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