LRGG vs VYM
Nomura Focused Large Growth 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 | LRGG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $289M | $79.0B | |
| Dividend Yield | 0.17% | 2.86% | |
| Holdings | 23 | 568 | |
| YTD Return | +1.20% | +16.53% | |
| 1Y Return | -0.52% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 12.7% | 14.6% | |
| Max Drawdown | -18.9% | -58.8% | |
| Fund Family | Nomura Asset Management Co Ltd | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 14, 2024 | Nov 10, 2006 |
LRGG vs VYM Performance
Nomura Focused Large Growth ETF (LRGG) is a ETF from Nomura Asset Management Co Ltd and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LRGG returned -0.52% while VYM returned +25.03%. Year to date, LRGG is up 1.20% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LRGG charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, LRGG currently yields 0.17% against 2.86% for VYM.
Holdings Overlap
LRGG and VYM share 0 holdings out of 578 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LRGG or VYM?
LRGG has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, LRGG or VYM?
Over the past year LRGG returned -0.52% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.42% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, LRGG or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.7% for LRGG. Worst drawdown: LRGG -18.9% vs VYM -58.8%.
Should I hold both LRGG and VYM?
LRGG and VYM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LRGG and VYM?
LRGG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, LRGG or VYM?
LRGG yields 0.17% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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