LRGE vs VTI
ClearBridge Large Cap Growth ESG 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 | LRGE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $389M | $666.9B | |
| Dividend Yield | 0.12% | 1.07% | |
| Holdings | 30 | 3,543 | |
| YTD Return | +6.28% | +12.65% | |
| 1Y Return | +9.83% | +21.39% | |
| 3Y Return (annualized) | +18.13% | +21.54% | |
| 5Y Return (annualized) | +9.55% | +12.11% | |
| Volatility (annualized) | 18.1% | 15.3% | |
| Max Drawdown | -37.0% | -56.6% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2017 | May 24, 2001 |
LRGE vs VTI Performance
ClearBridge Large Cap Growth ESG ETF (LRGE) is a ETF from Franklin Templeton Investments (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LRGE returned +9.83% while VTI returned +21.39%. Year to date, LRGE is up 6.28% versus a gain of 12.65% for VTI.
Over three years, LRGE compounded at +18.13% per year against +21.54% for VTI; over five years the annualized figures are +9.55% and +12.11% respectively. Across the full 9-year window we track, LRGE has the edge at +15.14% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRGE has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.3% for VTI. 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 -37.0% for LRGE 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LRGE charges 0.48% per year while VTI charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, LRGE currently yields 0.12% against 1.07% for VTI.
Holdings Overlap
LRGE and VTI share 25 holdings out of 2792 unique holdings combined, representing a 27.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LRGE or VTI?
LRGE has an expense ratio of 0.48% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, LRGE or VTI?
Over the past year LRGE returned +9.83% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (9 years), LRGE annualized +15.14% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, LRGE or VTI?
LRGE has been the more volatile fund at 18.1% annualized versus 15.3% for VTI. Worst drawdown: LRGE -37.0% vs VTI -56.6%.
Should I hold both LRGE and VTI?
LRGE and VTI have a monthly-return correlation of 0.94, 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 LRGE and VTI?
LRGE and VTI share 25 common holdings with a 27.6% weight overlap. Combined, they hold 2792 unique securities.
Which pays a higher dividend, LRGE or VTI?
LRGE yields 0.12% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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