LGI vs VXUS
Lazard Global Total Return and Income Fund vs Vanguard Total International Stock ETF
Which is better, LGI or VXUS?
Large Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.
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 | VXUS |
|---|---|---|
| Expense Ratio | 1.72% | 0.05%Best |
| AUM | - | $158.1B |
| Dividend Yield | 9.75% | 2.51% |
| Holdings | 108 | 8,747 |
| YTD Return | +5.97% | +13.64%Best |
| 1Y Return | +8.24% | +20.82%Best |
| 3Y Return (annualized) | +17.48% | +19.58%Best |
| 5Y Return (annualized) | +6.05% | +9.14%Best |
| Volatility (annualized) | 18.8% | 15.0%Best |
| Max Drawdown | -50.6% | -39.9%Best |
| $10,000 over 5 years | $13,414 | $15,485Best |
| Fund Family | Lazard Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Apr 28, 2004 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 17, 2026 (15.6 years).
LGI vs VXUS 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 15.6 years both funds cover.
LGI vs VXUS Performance
Lazard Global Total Return and Income Fund (LGI) is an ETF from Lazard Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LGI returned +8.24% while VXUS returned +20.82%. Year to date, LGI is up 5.97% versus a gain of 13.64% for VXUS.
Over three years, LGI compounded at +17.48% per year against +19.58% for VXUS; over five years the annualized figures are +6.05% and +9.14% respectively. Across the full 16-year window we track, VXUS has the edge at +4.77% annualized vs +4.13%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGI has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 15.0% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGI charges 1.72% per year while VXUS charges 0.05%. On a $10,000 position that is $172 vs $5 annually, a gap of $167 per year that compounds over a long holding period. On income, LGI currently yields 9.75% against 2.51% for VXUS.
Holdings Overlap
At least 30.9% of LGI's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
25 positions in common, counted across the 69 positions we hold weights for in LGI and 8,082 in VXUS, against full books of 108 and 8,747.
Top Shared Holdings
| Stock | Weight in LGI | Weight in VXUS | Difference |
|---|---|---|---|
| ASML:ASAsml Holding Nv | 4.25% | 1.42% | 2.83% |
| ABBN:SMAbb Ltd.[Abbn] | 2.90% | 0.34% | 2.56% |
| AZN:LNAstraZeneca PLC | 1.67% | 0.57% | 1.10% |
| TIH:CAToromont Industries Ltd | 1.94% | 0.03% | 1.91% |
| REL:LNRELX Plc - Ordinary Shares | 1.69% | 0.14% | 1.55% |
| GALD:SMGalderma | 1.65% | 0.09% | 1.56% |
| ULVR:LNUlvr Ln Unilever Plc | 1.39% | 0.30% | 1.09% |
| ITX:MAIndustria De Diseno Textil Sa | 1.29% | 0.16% | 1.13% |
| 7182:JPJapan Post Bank Co., Ltd. | 1.35% | 0.08% | 1.27% |
| DOL:CADollarama Inc | 1.31% | 0.08% | 1.23% |
30.9% of LGI is already inside VXUS.
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 VXUS?
LGI has an expense ratio of 1.72% while VXUS charges 0.05%. VXUS is the cheaper option, by $167 a year on a $10,000 investment.
Which performed better, LGI or VXUS?
Over the past year LGI returned +8.24% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), LGI annualized +4.13% vs +4.77% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGI or VXUS?
LGI has been the more volatile fund at 18.8% annualized versus 15.0% for VXUS. Worst drawdown: LGI -50.6% vs VXUS -39.9%.
Should I hold both LGI and VXUS?
LGI and VXUS have a monthly-return correlation of 0.89, 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 VXUS?
At least 30.9% of LGI's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 69 positions we hold weights for in LGI and 8,082 in VXUS.
Which pays a higher dividend, LGI or VXUS?
LGI yields 9.75% while VXUS yields 2.51%, so LGI currently pays the higher dividend yield.
Is VXUS better than LGI?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.