LRGC vs VYM
AB US Large Cap Strategic Equities ETF vs Vanguard High Dividend Yield ETF
Which is better, LRGC or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. LRGC led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.1%.
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 | LRGC | VYM |
|---|---|---|
| Expense Ratio | 0.39% | 0.04%Best |
| AUM | $1.3B | $81.6B |
| Dividend Yield | 0.52% | 2.22% |
| Holdings | 74 | 613 |
| YTD Return | +10.40%Best | +10.23% |
| 1Y Return | +12.59% | +14.28%Best |
| 3Y Return (annualized) | +21.27%Best | +17.50% |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 12.7% | 11.0%Best |
| Max Drawdown | -19.4% | -14.5%Best |
| $10,000 over 3 years | $17,527Best | $15,979 |
| Top 10 Weight | 44.1% | 26.1%Best |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 20, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 20, 2023 to Sep 23, 2026 (3 years).
LRGC vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
LRGC vs VYM Performance
AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LRGC returned +12.59% while VYM returned +14.28%. Year to date, LRGC is up 10.40% versus a gain of 10.23% for VYM.
Over three years, LRGC compounded at +21.27% per year against +17.50% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRGC has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 11.0% 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 -19.4% for LRGC 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 0.74. 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 0.52% against 2.22% for VYM.
Holdings Overlap
29.9% of LRGC's money is in holdings VYM also owns. 27.7% of VYM's money is in holdings LRGC also owns.
LRGC and VYM share little of their money.
25 positions in common, counted across the 69 positions we hold weights for in LRGC and 557 in VYM, against full books of 74 and 613.
What only one of them owns
Our book lists 503 positions for VYM that do not appear in our book for LRGC (69.4% of the fund), and 40 for LRGC that do not appear in VYM (66.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LRGC | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.15% | 7.35% | 4.20% |
| XOMExxon Mobil Corp. | 1.53% | 2.63% | 1.10% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.55% | 1.86% | 0.31% |
| BACBank of America Corp.: Financials | 1.71% | 1.66% | 0.05% |
| UNHUnitedhealth Group, Inc. | 1.48% | 1.52% | 0.04% |
| KOCoca Cola Co. | 1.37% | 1.38% | 0.01% |
| MRKMerck & Company Inc | 1.32% | 1.31% | 0.01% |
| WFCWells Fargo & Co. | 1.52% | 1.07% | 0.45% |
| DISWalt Disney Co | 1.63% | 0.69% | 0.94% |
| TXNTexas Instrument Inc | 1.25% | 1.02% | 0.23% |
29.9% of LRGC is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $35 a year on a $10,000 investment.
Which performed better, LRGC or VYM?
Over the past year LRGC returned +12.59% vs +14.28% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGC or VYM?
LRGC has been the more volatile fund at 12.7% annualized versus 11.0% for VYM. Worst drawdown: LRGC -19.4% vs VYM -14.5%.
Should I hold both LRGC and VYM?
LRGC and VYM have a monthly-return correlation of 0.74, 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 LRGC and VYM?
29.9% of LRGC's money is in holdings VYM also owns. 27.7% of VYM's is in holdings LRGC also owns. They hold 25 positions in common, counted across the 69 positions we hold weights for in LRGC and 557 in VYM.
Which pays a higher dividend, LRGC or VYM?
LRGC yields 0.52% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LRGC?
VYM has a lower expense ratio. LRGC led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.