LVIG vs VYM

LVIG vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricLVIGVYMWinner
Expense Ratio0.34%0.04%
AUM$111M$81.6B
Dividend Yield0.00%2.24%
Holdings2616
YTD Return-1.58%+15.34%
1Y Return-+23.24%
3Y Return (annualized)-+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-2.6%-58.8%
Fund FamilyLongview FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 9, 2026Nov 10, 2006

LVIG vs VYM Performance

Longview Advantage Fixed Income ETF (LVIG) is a ETF from Longview Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, LVIG is down 1.58% versus a gain of 15.34% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.6% for LVIG and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

LVIG charges 0.34% per year while VYM charges 0.04%. On a $10,000 position that is $34 vs $4 annually, a gap of $30 per year that compounds over a long holding period. On income, LVIG currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

LVIG and VYM share 0 holdings out of 606 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, LVIG or VYM?

LVIG has an expense ratio of 0.34% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

What is the holdings overlap between LVIG and VYM?

LVIG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, LVIG or VYM?

LVIG yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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