LGLV vs VYM
State Street SPDR US Large Cap Low Volatility Index ETF vs Vanguard High Dividend Yield ETF
Which is better, LGLV or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. LGLV is less concentrated, with 15.9% of the fund in its ten largest positions against 26.1%.
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 | LGLV | VYM |
|---|---|---|
| Expense Ratio | 0.12% | 0.04%Best |
| AUM | $1.2B | $81.6B |
| Dividend Yield | 2.00% | 2.22% |
| Holdings | 174 | 613 |
| YTD Return | +1.96% | +10.23%Best |
| 1Y Return | +2.47% | +14.28%Best |
| 3Y Return (annualized) | +11.40% | +17.50%Best |
| 5Y Return (annualized) | +7.25% | +11.60%Best |
| Volatility (annualized) | 13.0%Best | 13.3% |
| Max Drawdown | -37.0% | -35.7%Best |
| $10,000 over 5 years | $14,190 | $17,311Best |
| Top 10 Weight | 15.9%Best | 26.1% |
| Fund Family | State Street Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 20, 2013 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Feb 21, 2013 to Sep 23, 2026 (13.6 years).
LGLV vs VYM 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 13.6 years both funds cover.
LGLV vs VYM Performance
State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) is an ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LGLV returned +2.47% while VYM returned +14.28%. Year to date, LGLV is up 1.96% versus a gain of 10.23% for VYM.
Over three years, LGLV compounded at +11.40% per year against +17.50% for VYM; over five years the annualized figures are +7.25% and +11.60% respectively. Across the full 14-year window we track, VYM has the edge at +9.67% annualized vs +9.24%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 13.0% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LGLV charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, LGLV currently yields 2.00% against 2.22% for VYM.
Holdings Overlap
51.2% of LGLV's money is in holdings VYM also owns. 30.1% of VYM's money is in holdings LGLV also owns.
The two portfolios partly overlap.
86 positions in common, counted across the 172 positions we hold weights for in LGLV and 557 in VYM, against full books of 174 and 613.
What only one of them owns
Our book lists 443 positions for VYM that do not appear in our book for LGLV (67.0% of the fund), and 81 for LGLV that do not appear in VYM (46.4%).
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 LGLV | Weight in VYM | Difference |
|---|---|---|---|
| JNJJohnson & Johnson - Common | 1.05% | 2.51% | 1.46% |
| XOMExxon Mobil Corp. | 0.56% | 2.63% | 2.07% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.99% | 1.86% | 0.87% |
| KOCoca-Cola Co. (The) | 1.17% | 1.38% | 0.21% |
| ABBVAbbvie Inc. | 0.66% | 1.80% | 1.14% |
| PGProcter & Gamble Company | 0.83% | 1.37% | 0.54% |
| PEPPepsico Inc. | 0.99% | 0.77% | 0.22% |
| HDHome Depot Inc/The | 0.42% | 1.34% | 0.92% |
| DUKDuke Energy Corp | 1.34% | 0.40% | 0.94% |
| LINLinde Plc Ordinary Shares | 0.81% | 0.90% | 0.09% |
51.2% of LGLV is already inside VYM.
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, LGLV or VYM?
LGLV has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, LGLV or VYM?
Over the past year LGLV returned +2.47% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (14 years), LGLV annualized +9.24% vs +9.67% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGLV or VYM?
VYM has been the more volatile fund at 13.3% annualized versus 13.0% for LGLV. Worst drawdown: LGLV -37.0% vs VYM -35.7%.
Should I hold both LGLV and VYM?
LGLV and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LGLV and VYM?
51.2% of LGLV's money is in holdings VYM also owns. 30.1% of VYM's is in holdings LGLV also owns. They hold 86 positions in common, counted across the 172 positions we hold weights for in LGLV and 557 in VYM.
Which pays a higher dividend, LGLV or VYM?
LGLV yields 2.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LGLV?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. LGLV is less concentrated, with 15.9% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.