LLYX vs VTI

LLYX vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. LLYX delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: LLYXMore Diversified: VTI

Side-by-Side Comparison

MetricLLYXVTIWinner
Expense Ratio1.32%0.03%
AUM$46M$666.9B
Dividend Yield2.82%1.07%
Holdings103,543
YTD Return+14.26%+13.14%
1Y Return+144.00%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)71.6%15.3%
Max Drawdown-68.0%-56.6%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionAug 7, 2024May 24, 2001

LLYX vs VTI Performance

Defiance Daily Target 2X Long LLY ETF (LLYX) is a ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LLYX returned +144.00% while VTI returned +22.35%. Year to date, LLYX is up 14.26% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

LLYX has been the more volatile fund, with annualized monthly volatility of 71.6% compared with 15.3% for VTI. 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 -68.0% for LLYX 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LLYX charges 1.32% per year while VTI charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, LLYX currently yields 2.82% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

LLYX and VTI share 0 holdings out of 2788 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, LLYX or VTI?

LLYX has an expense ratio of 1.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $129 per year of difference.

Which performed better, LLYX or VTI?

Over the past year LLYX returned +144.00% vs +22.35% for VTI, so LLYX leads on 1-year performance. Over the longest common window we track (2 years), LLYX annualized +12.54% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, LLYX or VTI?

LLYX has been the more volatile fund at 71.6% annualized versus 15.3% for VTI. Worst drawdown: LLYX -68.0% vs VTI -56.6%.

Should I hold both LLYX and VTI?

LLYX and VTI have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LLYX and VTI?

LLYX and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, LLYX or VTI?

LLYX yields 2.82% while VTI yields 1.07%, so LLYX currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free