LQAI vs VYM

LQAI 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

MetricLQAIVYMWinner
Expense Ratio0.75%0.04%
AUM$2M$81.6B
Dividend Yield0.95%2.24%
Holdings101616
YTD Return+20.87%+16.42%
1Y Return+24.05%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)15.5%14.6%
Max Drawdown-21.2%-58.8%
Fund FamilyQRAFT AI ETFsVanguard (US)
CategoryEquityEquity
InceptionNov 7, 2023Nov 10, 2006

LQAI vs VYM Performance

LG QRAFT AI-Powered US Large Cap Core ETF (LQAI) is a ETF from QRAFT AI ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LQAI returned +24.05% while VYM returned +24.22%. Year to date, LQAI is up 20.87% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

LQAI has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.6% for VYM. 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 -21.2% for LQAI 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LQAI charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, LQAI currently yields 0.95% against 2.24% for VYM.

Holdings Overlap

11.4%overlap

LQAI and VYM share 39 holdings out of 655 unique holdings combined, representing a 11.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LQAIWeight in VYMDifference
AVGO0.31%7.29%6.98%
JPM2.64%3.38%0.74%
T1.86%0.58%1.28%
FProProPro
PFEProProPro
CMCSAProProPro
KMIProProPro
HBANProProPro
CNPProProPro
KVUEProProPro
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Frequently Asked Questions

Which is cheaper, LQAI or VYM?

LQAI has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, LQAI or VYM?

Over the past year LQAI returned +24.05% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), LQAI annualized +26.43% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, LQAI or VYM?

LQAI has been the more volatile fund at 15.5% annualized versus 14.6% for VYM. Worst drawdown: LQAI -21.2% vs VYM -58.8%.

Should I hold both LQAI and VYM?

LQAI and VYM have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LQAI and VYM?

LQAI and VYM share 39 common holdings with a 11.4% weight overlap. Combined, they hold 655 unique securities.

Which pays a higher dividend, LQAI or VYM?

LQAI yields 0.95% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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