LRGC vs VYM
AB US Large Cap Strategic Equities 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 558 holdings.
Side-by-Side Comparison
| Metric | LRGC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $1.3B | $79.0B | |
| Dividend Yield | 0.54% | 2.86% | |
| Holdings | 74 | 568 | |
| YTD Return | +12.28% | +16.16% | |
| 1Y Return | +19.08% | +26.05% | |
| 3Y Return (annualized) | +22.21% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 12.8% | 14.6% | |
| Max Drawdown | -19.4% | -58.8% | |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2023 | Nov 10, 2006 |
LRGC vs VYM Performance
AB US Large Cap Strategic Equities ETF (LRGC) is a ETF from AllianceBernstein L.P. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LRGC returned +19.08% while VYM returned +26.05%. Year to date, LRGC is up 12.28% versus a gain of 16.16% for VYM.
Over three years, LRGC compounded at +22.21% per year against +18.43% for VYM. Across the full 3-year window we track, LRGC has the edge at +22.21% annualized vs +7.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LRGC charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, LRGC currently yields 0.54% against 2.86% for VYM.
Holdings Overlap
LRGC and VYM share 22 holdings out of 607 unique holdings combined, representing a 18.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LRGC or VYM?
LRGC has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, LRGC or VYM?
Over the past year LRGC returned +19.08% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), LRGC annualized +22.21% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, LRGC or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.8% for LRGC. Worst drawdown: LRGC -19.4% vs VYM -58.8%.
Should I hold both LRGC and VYM?
LRGC and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LRGC and VYM?
LRGC and VYM share 22 common holdings with a 18.9% weight overlap. Combined, they hold 607 unique securities.
Which pays a higher dividend, LRGC or VYM?
LRGC yields 0.54% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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