LQPE vs VYM
PEO AlphaQuest Thematic PE ETF vs Vanguard High Dividend Yield ETF
Which is better, LQPE or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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 | LQPE | VYM |
|---|---|---|
| Expense Ratio | 1.25% | 0.04%Best |
| AUM | $13M | $81.6B |
| Dividend Yield | 0.27% | 2.22% |
| Holdings | 262 | 613 |
| Volatility (annualized) | 11.1% | 10.8%Best |
| Max Drawdown | -18.9% | -14.5%Best |
| $10,000 over 1.1 years | $9,202 | $11,418Best |
| Fund Family | Alpha Quest | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jan 27, 2025 | Nov 10, 2006 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 172 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LQPE has data through Mar 23, 2026 and VYM through Sep 11, 2026.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jan 28, 2025 to Mar 23, 2026 (1.1 years).
Risk: Volatility and Drawdowns
LQPE has been the more volatile fund, with annualized monthly volatility of 11.1% compared with 10.8% 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 -18.9% for LQPE and -14.5% 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LQPE charges 1.25% per year while VYM charges 0.04%. On a $10,000 position that is $125 vs $4 annually, a gap of $121 per year that compounds over a long holding period. On income, LQPE currently yields 0.27% against 2.22% for VYM.
Holdings Overlap
At least 5.1% of VYM's money is in holdings LQPE also owns.
Stated as a floor: for LQPE, our book for it covers 88.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and LQPE share little of their money.
The two holdings books were reported 181 days apart, LQPE as of Dec 31, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
48 positions in common, counted across the 193 positions we hold weights for in LQPE and 603 in VYM, against full books of 262 and 613.
Top Shared Holdings
| Stock | Weight in LQPE | Weight in VYM | Difference |
|---|---|---|---|
| CVSCvs Health Corp. | 2.60% | 0.55% | 2.05% |
| CICigna Corp. | 2.39% | 0.30% | 2.09% |
| VRSNVerisign Inc | 2.30% | 0.09% | 2.21% |
| ITWIllinois Tool Works Inc. | 1.82% | 0.32% | 1.50% |
| PGRProgressive Corp. | 1.19% | 0.53% | 0.66% |
| FASTFastenal Co. | 1.21% | 0.23% | 0.98% |
| CNXCConcentrix Corporation | 1.37% | 0.00% | 1.37% |
| FERGFerguson Enterprises Inc 0.00 | 1.16% | 0.19% | 0.97% |
| DPZDomino's Pizza Inc | 1.30% | 0.04% | 1.26% |
| MOAltria Group Inc. | 0.73% | 0.50% | 0.23% |
You are not choosing between two funds in isolation.
Whichever of LQPE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LQPE or VYM?
LQPE has an expense ratio of 1.25% while VYM charges 0.04%. VYM is the cheaper option, by $121 a year on a $10,000 investment.
Which is riskier, LQPE or VYM?
LQPE has been the more volatile fund at 11.1% annualized versus 10.8% for VYM. Worst drawdown: LQPE -18.9% vs VYM -14.5%.
Should I hold both LQPE and VYM?
LQPE and VYM have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LQPE and VYM?
At least 5.1% of VYM's money is in holdings LQPE also owns. Our book for LQPE is partial, so the real figure is this or higher. They hold 48 positions in common, counted across the 193 positions we hold weights for in LQPE and 603 in VYM.
Which pays a higher dividend, LQPE or VYM?
LQPE yields 0.27% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LQPE?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.