LRGG vs VYM
Nomura Focused Large Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, LRGG or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 70.2%.
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 | LRGG | VYM |
|---|---|---|
| Expense Ratio | 0.44% | 0.04%Best |
| AUM | $293M | $81.6B |
| Dividend Yield | 0.15% | 2.22% |
| Holdings | 21 | 613 |
| YTD Return | +1.21% | +11.35%Best |
| 1Y Return | +0.10% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 12.6% | 10.3%Best |
| Max Drawdown | -18.9% | -14.5%Best |
| $10,000 over 2.3 years | $11,706 | $13,869Best |
| Top 10 Weight | 70.2% | 26.1%Best |
| Fund Family | Nomura Asset Management Co Ltd | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 14, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 15, 2024 to Sep 18, 2026 (2.3 years).
LRGG 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 2.3 years both funds cover.
LRGG vs VYM Performance
Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LRGG returned +0.10% while VYM returned +15.34%. Year to date, LRGG is up 1.21% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRGG has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.3% 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 -18.9% for LRGG 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 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LRGG charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 2.22% for VYM.
Holdings Overlap
5.2% of LRGG's money is in holdings VYM also owns. 0.3% of VYM's money is in holdings LRGG also owns.
LRGG and VYM share little of their money.
2 positions in common, counted across the 21 positions we hold weights for in LRGG and 557 in VYM, against full books of 21 and 613.
What only one of them owns
Our book lists 526 positions for VYM that do not appear in our book for LRGG (96.8% of the fund), and 16 for LRGG that do not appear in VYM (84.7%).
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.
You are not choosing between two funds in isolation.
Whichever of LRGG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LRGG or VYM?
LRGG has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, LRGG or VYM?
Over the past year LRGG returned +0.10% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.09% vs +15.28% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGG or VYM?
LRGG has been the more volatile fund at 12.6% annualized versus 10.3% for VYM. Worst drawdown: LRGG -18.9% vs VYM -14.5%.
Should I hold both LRGG and VYM?
LRGG and VYM have a monthly-return correlation of 0.43, 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 LRGG and VYM?
5.2% of LRGG's money is in holdings VYM also owns. 0.3% of VYM's is in holdings LRGG also owns. They hold 2 positions in common, counted across the 21 positions we hold weights for in LRGG and 557 in VYM.
Which pays a higher dividend, LRGG or VYM?
LRGG yields 0.15% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LRGG?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 70.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.