LRGG vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricLRGGVOOWinner
Expense Ratio0.45%0.03%
AUM$289M$979.0B
Dividend Yield0.17%1.09%
Holdings23509
YTD Return+1.20%+13.72%
1Y Return-0.52%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)12.7%14.1%
Max Drawdown-18.9%-34.3%
Fund FamilyNomura Asset Management Co LtdVanguard (US)
CategoryEquityEquity
InceptionMay 14, 2024Sep 7, 2010

LRGG vs VOO Performance

Nomura Focused Large Growth ETF (LRGG) is a ETF from Nomura Asset Management Co Ltd and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LRGG returned -0.52% while VOO returned +21.63%. Year to date, LRGG is up 1.20% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.7% for LRGG. 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 -18.9% for LRGG and -34.3% for VOO. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LRGG charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, LRGG currently yields 0.17% against 1.09% for VOO.

Holdings Overlap

27.7%overlap

LRGG and VOO share 16 holdings out of 509 unique holdings combined, representing a 27.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LRGGWeight in VOODifference
NVDA15.09%7.51%7.58%
AAPL7.64%6.59%1.05%
GOOG11.03%2.59%8.44%
MSFTProProPro
AMZNProProPro
VProProPro
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VRSKProProPro
ICEProProPro
ISRGProProPro
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Frequently Asked Questions

Which is cheaper, LRGG or VOO?

LRGG has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, LRGG or VOO?

Over the past year LRGG returned -0.52% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.42% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, LRGG or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.7% for LRGG. Worst drawdown: LRGG -18.9% vs VOO -34.3%.

Should I hold both LRGG and VOO?

LRGG and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LRGG and VOO?

LRGG and VOO share 16 common holdings with a 27.7% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, LRGG or VOO?

LRGG yields 0.17% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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