LRGE vs VYM
LRGE vs VYM
ClearBridge Large Cap Growth ESG 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 | LRGE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.04% | |
| AUM | $362M | $79.0B | |
| Dividend Yield | 0.12% | 2.86% | |
| Holdings | 30 | 568 | |
| YTD Return | +7.42% | +15.80% | |
| 1Y Return | +11.47% | +26.12% | |
| 3Y Return (annualized) | +17.76% | +18.25% | |
| 5Y Return (annualized) | +9.84% | +12.51% | |
| Volatility (annualized) | 18.1% | 14.6% | |
| Max Drawdown | -37.0% | -58.8% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2017 | Nov 10, 2006 |
LRGE vs VYM Performance
ClearBridge Large Cap Growth ESG ETF (LRGE) is a ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LRGE returned +11.47% while VYM returned +26.12%. Year to date, LRGE is up 7.42% versus a gain of 15.80% for VYM.
Over three years, LRGE compounded at +17.76% per year against +18.25% for VYM; over five years the annualized figures are +9.84% and +12.51% respectively. Across the full 9-year window we track, LRGE has the edge at +15.34% annualized vs +7.07%. 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 14.6% 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 -37.0% for LRGE 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LRGE charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, LRGE currently yields 0.12% against 2.86% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, LRGE or VYM?
LRGE has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, LRGE or VYM?
Over the past year LRGE returned +11.47% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), LRGE annualized +15.34% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, LRGE or VYM?
LRGE has been the more volatile fund at 18.1% annualized versus 14.6% for VYM. Worst drawdown: LRGE -37.0% vs VYM -58.8%.
Should I hold both LRGE and VYM?
LRGE and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LRGE and VYM?
LRGE and VYM share 2 common holdings with a 1.0% weight overlap. Combined, they hold 585 unique securities.
Which pays a higher dividend, LRGE or VYM?
LRGE yields 0.12% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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