LRND vs VYM
NYLIM US Large Cap R&D Leaders ETF vs Vanguard High Dividend Yield ETF
Which is better, LRND or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. LRND led over 1Y, 3Y and the full window.
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 | LRND | VYM |
|---|---|---|
| Expense Ratio | 0.14% | 0.04%Best |
| AUM | $442M | $81.6B |
| Dividend Yield | 0.40% | 2.22% |
| Holdings | 110 | 613 |
| YTD Return | +17.75%Best | +9.71% |
| 1Y Return | +21.59%Best | +13.77% |
| 3Y Return (annualized) | +24.65%Best | +17.30% |
| 5Y Return (annualized) | - | +11.45% |
| Volatility (annualized) | 18.0% | 14.0%Best |
| Max Drawdown | -25.4% | -15.8%Best |
| $10,000 over 4.6 years | $19,927Best | $15,770 |
| Fund Family | New York Life Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Feb 8, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 8, 2022 to Sep 24, 2026 (4.6 years).
LRND 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 4.6 years both funds cover.
LRND vs VYM Performance
NYLIM US Large Cap R&D Leaders ETF (LRND) is an ETF from New York Life Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LRND returned +21.59% while VYM returned +13.77%. Year to date, LRND is up 17.75% versus a gain of 9.71% for VYM.
Over three years, LRND compounded at +24.65% per year against +17.30% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LRND has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.0% 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 -25.4% for LRND and -15.8% 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LRND charges 0.14% per year while VYM charges 0.04%. On a $10,000 position that is $14 vs $4 annually, a gap of $10 per year that compounds over a long holding period. On income, LRND currently yields 0.40% against 2.22% for VYM.
Holdings Overlap
At least 13.5% of VYM's money is in holdings LRND also owns.
Only one direction is shown: for LRND, our book for it lists positions totalling 108.8% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
VYM and LRND share little of their money.
15 positions in common, counted across the 106 positions we hold weights for in LRND and 557 in VYM, against full books of 110 and 613.
Top Shared Holdings
| Stock | Weight in LRND | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 7.55% | 7.35% | 0.20% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.10% | 1.86% | 0.24% |
| AMGNAmgen Inc. | 1.38% | 0.78% | 0.60% |
| PEPPepsico Inc. | 1.15% | 0.77% | 0.38% |
| QCOMQualcomm Inc. | 0.81% | 0.63% | 0.18% |
| DELLDell Technologies Inc | 0.73% | 0.50% | 0.23% |
| ADPAutomatic Data Processing, Inc. | 0.65% | 0.43% | 0.22% |
| ITWIllinois Tool Works Inc. | 0.49% | 0.34% | 0.15% |
| CLColgate-Palmolive Co | 0.44% | 0.29% | 0.15% |
| GRMNGarminltd. | 0.34% | 0.20% | 0.14% |
You are not choosing between two funds in isolation.
Whichever of LRND 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, LRND or VYM?
LRND has an expense ratio of 0.14% while VYM charges 0.04%. VYM is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, LRND or VYM?
Over the past year LRND returned +21.59% vs +13.77% for VYM, so LRND leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRND or VYM?
LRND has been the more volatile fund at 18.0% annualized versus 14.0% for VYM. Worst drawdown: LRND -25.4% vs VYM -15.8%.
Should I hold both LRND and VYM?
LRND and VYM have a monthly-return correlation of 0.67, 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 LRND and VYM?
At least 13.5% of VYM's money is in holdings LRND also owns. Our book for LRND is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 106 positions we hold weights for in LRND and 557 in VYM.
Which pays a higher dividend, LRND or VYM?
LRND yields 0.40% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LRND?
VYM has a lower expense ratio. LRND led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.