LRGG vs VTI
Nomura Focused Large Growth 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 | LRGG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.03% | |
| AUM | $305M | $666.9B | |
| Dividend Yield | 0.16% | 1.07% | |
| Holdings | 21 | 3,543 | |
| YTD Return | +1.07% | +13.14% | |
| 1Y Return | +0.63% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 12.7% | 15.3% | |
| Max Drawdown | -18.9% | -56.6% | |
| Fund Family | Nomura Asset Management Co Ltd | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 14, 2024 | May 24, 2001 |
LRGG vs VTI Performance
Nomura Focused Large Growth ETF (LRGG) is a ETF from Nomura Asset Management Co Ltd and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LRGG returned +0.63% while VTI returned +22.35%. Year to date, LRGG is up 1.07% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LRGG charges 0.44% per year while VTI charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, LRGG currently yields 0.16% against 1.07% for VTI.
Holdings Overlap
LRGG and VTI share 17 holdings out of 2790 unique holdings combined, representing a 24.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LRGG or VTI?
LRGG has an expense ratio of 0.44% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, LRGG or VTI?
Over the past year LRGG returned +0.63% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.27% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, LRGG or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 12.7% for LRGG. Worst drawdown: LRGG -18.9% vs VTI -56.6%.
Should I hold both LRGG and VTI?
LRGG and VTI have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LRGG and VTI?
LRGG and VTI share 17 common holdings with a 24.2% weight overlap. Combined, they hold 2790 unique securities.
Which pays a higher dividend, LRGG or VTI?
LRGG yields 0.16% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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