LPRE vs VYM

LPRE vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricLPREVYMWinner
Expense Ratio1.00%0.04%
AUM$179M$81.6B
Dividend Yield1.11%2.24%
Holdings26616
YTD Return+13.27%+16.42%
1Y Return+16.12%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)13.2%14.6%
Max Drawdown-10.6%-58.8%
Fund FamilyLong Pond CapitalVanguard (US)
CategoryEquityEquity
InceptionApr 4, 2025Nov 10, 2006

LPRE vs VYM Performance

Long Pond Real Estate Select ETF (LPRE) is a ETF from Long Pond Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LPRE returned +16.12% while VYM returned +24.22%. Year to date, LPRE is up 13.27% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.2% for LPRE. 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 -10.6% for LPRE and -58.8% for VYM. 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LPRE charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, LPRE currently yields 1.11% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

LPRE and VYM share 1 holdings out of 627 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LPREWeight in VYMDifference
RRR4.46%0.01%4.45%

Frequently Asked Questions

Which is cheaper, LPRE or VYM?

LPRE has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, LPRE or VYM?

Over the past year LPRE returned +16.12% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), LPRE annualized +22.18% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, LPRE or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.2% for LPRE. Worst drawdown: LPRE -10.6% vs VYM -58.8%.

Should I hold both LPRE and VYM?

LPRE and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LPRE and VYM?

LPRE and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, LPRE or VYM?

LPRE yields 1.11% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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