LGI vs VOO
Lazard Global Total Return and Income Fund vs Vanguard S&P 500 ETF
Which is better, LGI or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. LGI is less concentrated, with 35.6% of the fund in its ten largest positions against 37.6%.
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 | LGI | VOO |
|---|---|---|
| Expense Ratio | 1.72% | 0.03%Best |
| AUM | - | $997.4B |
| Dividend Yield | 9.75% | 1.04% |
| Holdings | 108 | 509 |
| YTD Return | +5.91% | +11.01%Best |
| 1Y Return | +7.87% | +15.60%Best |
| 3Y Return (annualized) | +17.47% | +20.82%Best |
| 5Y Return (annualized) | +5.50% | +12.60%Best |
| Volatility (annualized) | 18.6% | 14.1%Best |
| Max Drawdown | -50.6% | -34.3%Best |
| $10,000 over 5 years | $13,070 | $18,101Best |
| Top 10 Weight | 35.6%Best | 37.6% |
| Fund Family | Lazard Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Apr 28, 2004 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 16, 2026 (16 years).
LGI vs VOO 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 16 years both funds cover.
LGI vs VOO Performance
Lazard Global Total Return and Income Fund (LGI) is an ETF from Lazard Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LGI returned +7.87% while VOO returned +15.60%. Year to date, LGI is up 5.91% versus a gain of 11.01% for VOO.
Over three years, LGI compounded at +17.47% per year against +20.82% for VOO; over five years the annualized figures are +5.50% and +12.60% respectively. Across the full 16-year window we track, VOO has the edge at +13.30% annualized vs +4.57%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGI has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 14.1% for VOO. 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 -50.6% for LGI and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGI charges 1.72% per year while VOO charges 0.03%. On a $10,000 position that is $172 vs $3 annually, a gap of $169 per year that compounds over a long holding period. On income, LGI currently yields 9.75% against 1.04% for VOO.
Holdings Overlap
46.3% of LGI's money is in holdings VOO also owns. 27.3% of VOO's money is in holdings LGI also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 69 positions we hold weights for in LGI and 494 in VOO, against full books of 108 and 509.
What only one of them owns
Our book lists 459 positions for VOO that do not appear in our book for LGI (71.8% of the fund), and 4 for LGI that do not appear in VOO (6.8%).
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 LGI | Weight in VOO | Difference |
|---|---|---|---|
| AAPLApple, Inc | 4.06% | 7.05% | 2.99% |
| MSFTMicrosoft Corp | 2.74% | 5.36% | 2.62% |
| AMZNAmazon.Com Inc | 3.04% | 4.13% | 1.09% |
| GOOGLAlphabet Inc,class A | 2.00% | 3.24% | 1.24% |
| KLACKla Corp | 4.66% | 0.37% | 4.29% |
| VVisa Inc Class A | 2.18% | 0.93% | 1.25% |
| APHAmphenol Corp. Class A | 2.79% | 0.31% | 2.48% |
| METAMeta Platforms Inc | 0.70% | 1.90% | 1.20% |
| SCHWSchwab Strategic T | 2.19% | 0.27% | 1.92% |
| KOCoca Cola Co. | 1.69% | 0.53% | 1.16% |
46.3% of LGI is already inside VOO.
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, LGI or VOO?
LGI has an expense ratio of 1.72% while VOO charges 0.03%. VOO is the cheaper option, by $169 a year on a $10,000 investment.
Which performed better, LGI or VOO?
Over the past year LGI returned +7.87% vs +15.60% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), LGI annualized +4.57% vs +13.30% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGI or VOO?
LGI has been the more volatile fund at 18.6% annualized versus 14.1% for VOO. Worst drawdown: LGI -50.6% vs VOO -34.3%.
Should I hold both LGI and VOO?
LGI and VOO have a monthly-return correlation of 0.87, 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 LGI and VOO?
46.3% of LGI's money is in holdings VOO also owns. 27.3% of VOO's is in holdings LGI also owns. They hold 28 positions in common, counted across the 69 positions we hold weights for in LGI and 494 in VOO.
Which pays a higher dividend, LGI or VOO?
LGI yields 9.75% while VOO yields 1.04%, so LGI currently pays the higher dividend yield.
Is VOO better than LGI?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. LGI is less concentrated, with 35.6% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.