LYLD vs VTI

Quick Verdict

VTI has a lower expense ratio. LYLD delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: LYLDMore Diversified: VTI

Side-by-Side Comparison

MetricLYLDVTIWinner
Expense Ratio0.59%0.03%
AUM$7M$663.5B
Dividend Yield2.15%1.07%
Holdings523,543
YTD Return+17.26%+14.22%
1Y Return+25.27%+22.19%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.23%
Volatility (annualized)13.1%15.3%
Max Drawdown-18.6%-56.6%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionJul 12, 2024May 24, 2001

LYLD vs VTI Performance

Cambria LargeCap Shareholder Yield ETF (LYLD) is a ETF from Cambria Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LYLD returned +25.27% while VTI returned +22.19%. Year to date, LYLD is up 17.26% versus a gain of 14.22% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LYLD charges 0.59% per year while VTI 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 1.07% for VTI.

Holdings Overlap

3.5%overlap

LYLD and VTI share 47 holdings out of 2787 unique holdings combined, representing a 3.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LYLDWeight in VTIDifference
XOM2.11%0.78%1.33%
PYPL2.46%0.05%2.41%
THC2.46%0.02%2.44%
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Frequently Asked Questions

Which is cheaper, LYLD or VTI?

LYLD has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, LYLD or VTI?

Over the past year LYLD returned +25.27% vs +22.19% for VTI, so LYLD leads on 1-year performance. Over the longest common window we track (2 years), LYLD annualized +15.48% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, LYLD or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 13.1% for LYLD. Worst drawdown: LYLD -18.6% vs VTI -56.6%.

Should I hold both LYLD and VTI?

LYLD and VTI have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LYLD and VTI?

LYLD and VTI share 47 common holdings with a 3.5% weight overlap. Combined, they hold 2787 unique securities.

Which pays a higher dividend, LYLD or VTI?

LYLD yields 2.15% while VTI yields 1.07%, so LYLD currently pays the higher dividend yield.

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