LYLD vs VOO
Cambria LargeCap Shareholder Yield ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LYLD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LYLD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $7M | $979.0B | |
| Dividend Yield | 2.15% | 1.09% | |
| Holdings | 52 | 509 | |
| YTD Return | +17.08% | +13.79% | |
| 1Y Return | +26.91% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 13.1% | 14.1% | |
| Max Drawdown | -18.6% | -34.3% | |
| Fund Family | Cambria Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 12, 2024 | Sep 7, 2010 |
LYLD vs VOO Performance
Cambria LargeCap Shareholder Yield ETF (LYLD) is a ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LYLD returned +26.91% while VOO returned +23.01%. Year to date, LYLD is up 17.08% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.1% for LYLD. 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 -18.6% for LYLD 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LYLD charges 0.59% per year while VOO charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, LYLD currently yields 2.15% against 1.09% for VOO.
Holdings Overlap
LYLD and VOO share 40 holdings out of 516 unique holdings combined, representing a 3.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LYLD or VOO?
LYLD has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, LYLD or VOO?
Over the past year LYLD returned +26.91% vs +23.01% for VOO, so LYLD leads on 1-year performance. Over the longest common window we track (2 years), LYLD annualized +15.44% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, LYLD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.1% for LYLD. Worst drawdown: LYLD -18.6% vs VOO -34.3%.
Should I hold both LYLD and VOO?
LYLD and VOO have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LYLD and VOO?
LYLD and VOO share 40 common holdings with a 3.8% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, LYLD or VOO?
LYLD yields 2.15% while VOO yields 1.09%, so LYLD currently pays the higher dividend yield.
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