LGDX vs YALL
Intech S&P Large Cap Diversified Alpha ETF vs Truth Social God Bless America ETF
Which is better, LGDX or YALL?
LGDX has been ahead.
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 52.6%.
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 | LGDX | YALL |
|---|---|---|
| Expense Ratio | 0.25%Best | 0.65% |
| AUM | $136M | $76M |
| Dividend Yield | 0.48% | 0.50% |
| Holdings | 593 | 83 |
| YTD Return | +9.09%Best | -0.41% |
| 1Y Return | +9.73%Best | -1.41% |
| 3Y Return (annualized) | - | +18.69% |
| Volatility (annualized) | 12.4%Tie | 12.4%Tie |
| Max Drawdown | -15.8% | -12.8%Best |
| $10,000 over 1.7 years | $12,406Best | $11,618 |
| Top 10 Weight | 37.6%Best | 52.6% |
| Fund Family | Intech ETF | Truth Social Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 1, 2025 | Oct 10, 2022 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Feb 28, 2025 to Nov 11, 2026 (1.7 years).
LGDX vs YALL 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 1.7 years both funds cover.
LGDX vs YALL Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF and Truth Social God Bless America ETF (YALL) is an ETF from Truth Social Funds. Over the past year LGDX returned +9.73% while YALL returned -1.41%. Year to date, LGDX is up 9.09% versus a loss of 0.41% for YALL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGDX and YALL have been equally volatile, both at 12.4% annualized.
The deepest peak-to-trough decline in our data was -15.8% for LGDX and -12.8% for YALL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LGDX charges 0.25% per year while YALL charges 0.65%. On a $10,000 position that is $25 vs $65 annually, a gap of $40 per year that compounds over a long holding period. On income, LGDX currently yields 0.48% against 0.50% for YALL.
Holdings Overlap
17.3% of LGDX's money is in holdings YALL also owns. 65.4% of YALL's money is in holdings LGDX also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 295 positions we hold weights for in LGDX and 39 in YALL, against full books of 593 and 83.
What only one of them owns
Our book lists 18 positions for YALL that do not appear in our book for LGDX (34.1% of the fund), and 270 for LGDX that do not appear in YALL (82.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in YALL | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.87% | 7.29% | 0.58% |
| PLTRPalantir Technologies Inc. | 1.15% | 7.99% | 6.84% |
| AVGOBroadcom Inc | 3.33% | 5.08% | 1.75% |
| TSLATesla Inc | 1.45% | 5.73% | 4.28% |
| SCHWSchwab Strategic T | 0.56% | 4.37% | 3.81% |
| HCAHca Healthcare Inc. | 0.38% | 4.43% | 4.05% |
| COSTCostco Wholesale Corp. | 0.01% | 4.62% | 4.61% |
| AMGNAmgen Inc. | 0.12% | 4.27% | 4.15% |
| RFRegions Financia | 0.01% | 3.70% | 3.69% |
| EOGEog Resources Inc | 0.78% | 2.14% | 1.36% |
65.4% of YALL is already inside LGDX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LGDX or YALL?
LGDX has an expense ratio of 0.25% while YALL charges 0.65%. LGDX is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, LGDX or YALL?
Over the past year LGDX returned +9.73% vs -1.41% for YALL, so LGDX leads on 1-year performance. Over the longest common window we track (2 years), LGDX annualized +13.52% vs +9.22% for YALL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGDX or YALL?
LGDX and YALL have been equally volatile, both at 12.4% annualized. Worst drawdown: LGDX -15.8% vs YALL -12.8%.
Should I hold both LGDX and YALL?
LGDX and YALL have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LGDX and YALL?
65.4% of YALL's money is in holdings LGDX also owns. 65.4% of YALL's is in holdings LGDX also owns. They hold 21 positions in common, counted across the 295 positions we hold weights for in LGDX and 39 in YALL.
Which pays a higher dividend, LGDX or YALL?
LGDX yields 0.48% while YALL yields 0.50%, so YALL currently pays the higher dividend yield.
Is YALL better than LGDX?
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 52.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.