LRND vs VOO

Quick Verdict

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

Lower Fees: VOOHigher Returns: LRNDMore Diversified: VOO

Side-by-Side Comparison

MetricLRNDVOOWinner
Expense Ratio0.14%0.03%
AUM$388M$979.0B
Dividend Yield0.42%1.09%
Holdings110509
YTD Return+15.70%+13.44%
1Y Return+26.82%+22.62%
3Y Return (annualized)+22.85%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)18.2%14.1%
Max Drawdown-25.4%-34.3%
Fund FamilyINDEXIQ ETF TRUSTVanguard (US)
CategoryEquityEquity
InceptionFeb 8, 2022Sep 7, 2010

LRND vs VOO Performance

NYLI US Large Cap R&D Leaders ETF (LRND) is a ETF from INDEXIQ ETF TRUST and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LRND returned +26.82% while VOO returned +22.62%. Year to date, LRND is up 15.70% versus a gain of 13.44% for VOO.

Over three years, LRND compounded at +22.85% per year against +21.47% for VOO. Across the full 5-year window we track, LRND has the edge at +16.18% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LRND has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 14.1% for VOO. 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 -25.4% for LRND 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LRND charges 0.14% per year while VOO charges 0.03%. On a $10,000 position that is $14 vs $3 annually, a gap of $11 per year that compounds over a long holding period. On income, LRND currently yields 0.42% against 1.09% for VOO.

Holdings Overlap

40.5%overlap

LRND and VOO share 62 holdings out of 551 unique holdings combined, representing a 40.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LRNDWeight in VOODifference
NVDA14.33%7.51%6.82%
AAPL13.14%6.59%6.55%
MSFT10.13%4.30%5.83%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
LLYProProPro
METAProProPro
LRCXProProPro
CSCOProProPro
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Frequently Asked Questions

Which is cheaper, LRND or VOO?

LRND has an expense ratio of 0.14% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, LRND or VOO?

Over the past year LRND returned +26.82% vs +22.62% for VOO, so LRND leads on 1-year performance. Over the longest common window we track (5 years), LRND annualized +16.18% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, LRND or VOO?

LRND has been the more volatile fund at 18.2% annualized versus 14.1% for VOO. Worst drawdown: LRND -25.4% vs VOO -34.3%.

Should I hold both LRND and VOO?

LRND and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between LRND and VOO?

LRND and VOO share 62 common holdings with a 40.5% weight overlap. Combined, they hold 551 unique securities.

Which pays a higher dividend, LRND or VOO?

LRND yields 0.42% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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