LVLN vs VTI
State Street SPDR S&P Leveraged Loan ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LVLN | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $49M | $666.9B | |
| Dividend Yield | 4.30% | 1.07% | |
| Holdings | 187 | 3,543 | |
| YTD Return | +2.99% | +12.65% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.3% | -56.6% | |
| Fund Family | SPDR State Street Global Advisors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 17, 2025 | May 24, 2001 |
LVLN vs VTI Performance
State Street SPDR S&P Leveraged Loan ETF (LVLN) is a ETF from SPDR State Street Global Advisors and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, LVLN is up 2.99% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for LVLN and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
LVLN charges 0.40% per year while VTI charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, LVLN currently yields 4.30% against 1.07% for VTI.
Holdings Overlap
LVLN and VTI share 0 holdings out of 2793 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, LVLN or VTI?
LVLN has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
What is the holdings overlap between LVLN and VTI?
LVLN and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2793 unique securities.
Which pays a higher dividend, LVLN or VTI?
LVLN yields 4.30% while VTI yields 1.07%, so LVLN currently pays the higher dividend yield.
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