LRGC vs VTI
AB US Large Cap Strategic Equities ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LRGC | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $1.4B | $666.9B | |
| Dividend Yield | 0.53% | 1.07% | |
| Holdings | 74 | 3,543 | |
| YTD Return | +10.43% | +12.65% | |
| 1Y Return | +16.93% | +21.39% | |
| 3Y Return (annualized) | +21.31% | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 12.8% | 15.3% | |
| Max Drawdown | -19.4% | -56.6% | |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2023 | May 24, 2001 |
LRGC vs VTI Performance
AB US Large Cap Strategic Equities ETF (LRGC) is a ETF from AllianceBernstein L.P. and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LRGC returned +16.93% while VTI returned +21.39%. Year to date, LRGC is up 10.43% versus a gain of 12.65% for VTI.
Over three years, LRGC compounded at +21.31% per year against +21.54% for VTI. Across the full 3-year window we track, LRGC has the edge at +21.31% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.8% for LRGC. 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 -19.4% for LRGC and -56.6% for VTI. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LRGC charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, LRGC currently yields 0.53% against 1.07% for VTI.
Holdings Overlap
LRGC and VTI share 65 holdings out of 2793 unique holdings combined, representing a 40.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LRGC or VTI?
LRGC has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, LRGC or VTI?
Over the past year LRGC returned +16.93% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), LRGC annualized +21.31% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, LRGC or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 12.8% for LRGC. Worst drawdown: LRGC -19.4% vs VTI -56.6%.
Should I hold both LRGC and VTI?
LRGC and VTI have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LRGC and VTI?
LRGC and VTI share 65 common holdings with a 40.5% weight overlap. Combined, they hold 2793 unique securities.
Which pays a higher dividend, LRGC or VTI?
LRGC yields 0.53% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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