LYLD vs VXUS

LYLD vs VXUS

Which is better, LYLD or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. LYLD led over 1Y, VXUS over the full window.

Lower Fees: VXUSHigher Returns: split

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

MetricLYLDVXUS
Expense Ratio0.59%0.05%Best
AUM$9M$158.1B
Dividend Yield1.93%2.51%
Holdings528,747
YTD Return+18.67%Best+13.64%
1Y Return+23.02%Best+20.82%
3Y Return (annualized)-+19.58%
5Y Return (annualized)-+9.14%
Volatility (annualized)13.0%11.7%Best
Max Drawdown-18.6%-13.6%Best
$10,000 over 2.2 years$13,696$14,652Best
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 12, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 17, 2026 (2.2 years).

LYLD vs VXUS 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 VXUS Performance

Cambria LargeCap Shareholder Yield ETF (LYLD) is an ETF from Cambria Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year LYLD returned +23.02% while VXUS returned +20.82%. Year to date, LYLD is up 18.67% versus a gain of 13.64% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LYLD has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 11.7% for VXUS. 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LYLD charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, LYLD currently yields 1.93% against 2.51% for VXUS.

Holdings Overlap

LYLD already in VXUS1.9%

At least 1.9% of LYLD's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

LYLD and VXUS share little of their money.

1 positions in common, counted across the 51 positions we hold weights for in LYLD and 8,082 in VXUS, against full books of 52 and 8,747.

What only one of them owns

Measured across the 51 and 8,082 positions we hold weights for.

VXUS holds 34 positions LYLD does not, 2.3% of the fund.

Largest: MKL 0.76%, SHEL 0.57%, VWO 0.11%, JD 0.09%, ALC 0.08%

Top Shared Holdings

StockWeight in LYLDWeight in VXUSDifference
HALHalliburton Co.1.91%0.02%1.89%

You are not choosing between two funds in isolation.

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

LYLDVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LYLD or VXUS?

LYLD has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, LYLD or VXUS?

Over the past year LYLD returned +23.02% vs +20.82% for VXUS, so LYLD leads on 1-year performance. Over the longest common window we track (2 years), LYLD annualized +15.37% vs +18.96% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LYLD or VXUS?

LYLD has been the more volatile fund at 13.0% annualized versus 11.7% for VXUS. Worst drawdown: LYLD -18.6% vs VXUS -13.6%.

Should I hold both LYLD and VXUS?

LYLD and VXUS have a monthly-return correlation of 0.49, 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 VXUS?

At least 1.9% of LYLD's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 51 positions we hold weights for in LYLD and 8,082 in VXUS.

Which pays a higher dividend, LYLD or VXUS?

LYLD yields 1.93% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than LYLD?

VXUS has a lower expense ratio. LYLD led over 1Y, VXUS over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.