LGLV vs VTI
State Street SPDR US Large Cap Low Volatility Index ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LGLV | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $1.2B | $666.9B | |
| Dividend Yield | 1.99% | 1.07% | |
| Holdings | 174 | 3,543 | |
| YTD Return | +8.16% | +12.65% | |
| 1Y Return | +8.09% | +21.39% | |
| 3Y Return (annualized) | +13.28% | +21.54% | |
| 5Y Return (annualized) | +8.06% | +12.11% | |
| Volatility (annualized) | 12.9% | 15.3% | |
| Max Drawdown | -37.0% | -56.6% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 20, 2013 | May 24, 2001 |
LGLV vs VTI Performance
State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) is a ETF from State Street Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LGLV returned +8.09% while VTI returned +21.39%. Year to date, LGLV is up 8.16% versus a gain of 12.65% for VTI.
Over three years, LGLV compounded at +13.28% per year against +21.54% for VTI; over five years the annualized figures are +8.06% and +12.11% respectively. Across the full 14-year window we track, LGLV has the edge at +9.79% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.9% for LGLV. 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 -37.0% for LGLV and -56.6% for VTI. 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGLV charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, LGLV currently yields 1.99% against 1.07% for VTI.
Holdings Overlap
LGLV and VTI share 140 holdings out of 2820 unique holdings combined, representing a 18.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LGLV or VTI?
LGLV has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, LGLV or VTI?
Over the past year LGLV returned +8.09% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (14 years), LGLV annualized +9.79% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, LGLV or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 12.9% for LGLV. Worst drawdown: LGLV -37.0% vs VTI -56.6%.
Should I hold both LGLV and VTI?
LGLV and VTI have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LGLV and VTI?
LGLV and VTI share 140 common holdings with a 18.1% weight overlap. Combined, they hold 2820 unique securities.
Which pays a higher dividend, LGLV or VTI?
LGLV yields 1.99% while VTI yields 1.07%, so LGLV currently pays the higher dividend yield.
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