LYLD vs VOO

LYLD vs VOO

Which is better, LYLD or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. LYLD led over 1Y, VOO over the full window. LYLD is less concentrated, with 24.3% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: LYLD

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

MetricLYLDVOO
Expense Ratio0.59%0.03%Best
AUM$9M$997.4B
Dividend Yield1.93%1.04%
Holdings52509
YTD Return+15.46%Best+14.14%
1Y Return+19.40%Best+17.31%
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)13.2%12.1%Best
Max Drawdown-18.6%Best-18.7%
$10,000 over 2.2 years$13,297$14,208Best
Top 10 Weight24.3%Best37.6%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 12, 2024Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 12, 2024 to Sep 22, 2026 (2.2 years).

LYLD vs VOO 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 2.2 years both funds cover.

LYLD vs VOO Performance

Cambria LargeCap Shareholder Yield ETF (LYLD) is an ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LYLD returned +19.40% while VOO returned +17.31%. Year to date, LYLD is up 15.46% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LYLD has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 12.1% for VOO. 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

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 1.93% against 1.04% for VOO.

Holdings Overlap

LYLD already in VOO79.7%
VOO already in LYLD4.3%

79.7% of LYLD's money is in holdings VOO also owns. 4.3% of VOO's money is in holdings LYLD also owns.

Most of LYLD is already inside VOO. Owning both mostly buys the same companies twice.

40 positions in common, counted across the 51 positions we hold weights for in LYLD and 494 in VOO, against full books of 52 and 509.

What only one of them owns

Measured across the 51 and 494 positions we hold weights for.

VOO holds 447 positions LYLD does not, 94.8% of the fund.

Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%

Top Shared Holdings

StockWeight in LYLDWeight in VOODifference
XOMExxon Mobil Corp.2.10%1.00%1.10%
MPCMarathon Petroleum Corp2.65%0.14%2.51%
VLOValero Energy2.53%0.14%2.39%
NEMNewmont Corp Common2.36%0.16%2.20%
FOXAFox Corp. Class A2.47%0.02%2.45%
COPConocophillips Common Stock USD 0.012.23%0.23%2.00%
PFEPfizer Inc2.14%0.22%1.92%
APAApa Corp2.32%0.02%2.30%
TBBAt&t Inc2.06%0.25%1.81%
PYPLPaypay Holdings, Inc.2.22%0.07%2.15%

79.7% of LYLD is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LYLDVOO

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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, by $56 a year on a $10,000 investment.

Which performed better, LYLD or VOO?

Over the past year LYLD returned +19.40% vs +17.31% for VOO, so LYLD leads on 1-year performance. Over the longest common window we track (2 years), LYLD annualized +13.83% vs +17.31% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LYLD or VOO?

LYLD has been the more volatile fund at 13.2% annualized versus 12.1% for VOO. Worst drawdown: LYLD -18.6% vs VOO -18.7%.

Should I hold both LYLD and VOO?

LYLD and VOO have a monthly-return correlation of 0.51, 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 LYLD and VOO?

79.7% of LYLD's money is in holdings VOO also owns. 4.3% of VOO's is in holdings LYLD also owns. They hold 40 positions in common, counted across the 51 positions we hold weights for in LYLD and 494 in VOO.

Which pays a higher dividend, LYLD or VOO?

LYLD yields 1.93% while VOO yields 1.04%, so LYLD currently pays the higher dividend yield.

Is VOO better than LYLD?

VOO has a lower expense ratio. LYLD led over 1Y, VOO over the full window. LYLD is less concentrated, with 24.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.