LLYX vs VTI

LLYX vs VTI

Which is better, LLYX or VTI?

Option Writing against Large Cap Blend.

VTI has a lower expense ratio. LLYX led over 1Y, VTI over the full window.

Lower Fees: VTIHigher Returns: split

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

MetricLLYXVTI
Expense Ratio1.32%0.03%Best
AUM$44M$666.9B
Dividend Yield2.84%1.03%
Holdings203,543
YTD Return-4.75%+12.30%Best
1Y Return+78.92%Best+16.08%
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)69.2%12.7%Best
Max Drawdown-68.0%-19.3%Best
$10,000 over 2.1 years$10,599$14,668Best
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionAug 7, 2024May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 8, 2024 to Sep 18, 2026 (2.1 years).

LLYX vs VTI 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 2.1 years both funds cover.

LLYX vs VTI Performance

Defiance Daily Target 2X Long LLY ETF (LLYX) is an ETF from Defiance ETFs, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LLYX returned +78.92% while VTI returned +16.08%. Year to date, LLYX is down 4.75% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LLYX has been the more volatile fund, with annualized monthly volatility of 69.2% compared with 12.7% 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.10. They move largely independently of each other.

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 2.84% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 1 holding in LLYX and 3,463 in VTI, totalling 17.7% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in LLYX and 3,463 in VTI, against full books of 20 and 3,543.

You are not choosing between two funds in isolation.

Whichever of LLYX and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LLYXVTI

Free for up to 10 holdings. No account needed.

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, by $129 a year on a $10,000 investment.

Which performed better, LLYX or VTI?

Over the past year LLYX returned +78.92% vs +16.08% for VTI, so LLYX leads on 1-year performance. Over the longest common window we track (2 years), LLYX annualized +2.81% vs +20.01% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LLYX or VTI?

LLYX has been the more volatile fund at 69.2% annualized versus 12.7% for VTI. Worst drawdown: LLYX -68.0% vs VTI -19.3%.

Should I hold both LLYX and VTI?

LLYX and VTI have a monthly-return correlation of 0.10, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, LLYX or VTI?

LLYX yields 2.84% while VTI yields 1.03%, so LLYX currently pays the higher dividend yield.

Is VTI better than LLYX?

VTI has a lower expense ratio. LLYX led over 1Y, VTI over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.