LVOL vs VTI

LVOL vs VTI

Which is better, LVOL or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: VTIHigher Returns: VTI

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

MetricLVOLVTI
Expense Ratio0.29%0.03%Best
AUM$9M$666.9B
Dividend Yield1.09%1.03%
Holdings2013,543
Volatility (annualized)14.4%Best16.6%
Max Drawdown-22.4%Best-25.4%
$10,000 over 4.3 years$13,730$13,906Best
Fund FamilyAmerican Century InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 12, 2021May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 507 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LVOL has data through Apr 22, 2025 and VTI through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: Jan 19, 2021 to Apr 22, 2025 (4.3 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.4% for LVOL. 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 -22.4% for LVOL and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LVOL charges 0.29% per year while VTI charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, LVOL currently yields 1.09% against 1.03% for VTI.

You are not choosing between two funds in isolation.

Whichever of LVOL and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LVOLVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LVOL or VTI?

LVOL has an expense ratio of 0.29% while VTI charges 0.03%. VTI is the cheaper option, by $26 a year on a $10,000 investment.

Which is riskier, LVOL or VTI?

VTI has been the more volatile fund at 16.6% annualized versus 14.4% for LVOL. Worst drawdown: LVOL -22.4% vs VTI -25.4%.

Should I hold both LVOL and VTI?

LVOL and VTI have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, LVOL or VTI?

LVOL yields 1.09% while VTI yields 1.03%, so LVOL currently pays the higher dividend yield.

Is VTI better than LVOL?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.