LQPE vs VYM
PEO AlphaQuest Thematic PE ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | LQPE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.04% | |
| AUM | $13M | $81.6B | |
| Dividend Yield | 0.27% | 2.24% | |
| Holdings | 262 | 616 | |
| YTD Return | -2.63% | +14.66% | |
| 1Y Return | +0.06% | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 11.1% | 14.6% | |
| Max Drawdown | -18.9% | -58.8% | |
| Fund Family | Alpha Quest | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 27, 2025 | Nov 10, 2006 |
LQPE vs VYM Performance
PEO AlphaQuest Thematic PE ETF (LQPE) is a ETF from Alpha Quest and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LQPE returned +0.06% while VYM returned +22.16%. Year to date, LQPE is down 2.63% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.1% for LQPE. 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 -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 0.71. 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 2.24% for VYM.
Holdings Overlap
LQPE and VYM share 48 holdings out of 748 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $121 per year of difference.
Which performed better, LQPE or VYM?
Over the past year LQPE returned +0.06% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), LQPE annualized -7.28% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, LQPE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.1% for LQPE. Worst drawdown: LQPE -18.9% vs VYM -58.8%.
Should I hold both LQPE and VYM?
LQPE and VYM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LQPE and VYM?
LQPE and VYM share 48 common holdings with a 4.3% weight overlap. Combined, they hold 748 unique securities.
Which pays a higher dividend, LQPE or VYM?
LQPE yields 0.27% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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