IAE vs LGDX
Voya Asia Pacific High Dividend Equity Income Fund vs Intech S&P Large Cap Diversified Alpha ETF
Which is better, IAE or LGDX?
Each has led over a different period.
LGDX has a lower expense ratio. IAE led over the full window, LGDX over 1Y. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 38.1%.
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
| Metric | IAE | LGDX |
|---|---|---|
| Expense Ratio | 1.21% | 0.25%Best |
| AUM | $95M | $147M |
| Dividend Yield | 8.68% | 0.47% |
| Holdings | 271 | 590 |
| YTD Return | +1.03% | +11.53%Best |
| 1Y Return | +6.56% | +14.44%Best |
| 3Y Return (annualized) | +19.94% | - |
| 5Y Return (annualized) | +7.99% | - |
| Volatility (annualized) | 26.3% | 12.5%Best |
| Max Drawdown | -23.3% | -15.8%Best |
| $10,000 over 1.6 years | $13,245Best | $12,777 |
| Top 10 Weight | 38.1% | 37.6%Best |
| Fund Family | Voya Investment Management | Intech ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 27, 2007 | Mar 1, 2025 |
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 28, 2025 to Oct 13, 2026 (1.6 years).
IAE vs LGDX 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 1.6 years both funds cover.
IAE vs LGDX Performance
Voya Asia Pacific High Dividend Equity Income Fund (IAE) is an ETF from Voya Investment Management and Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF. Over the past year IAE returned +6.56% while LGDX returned +14.44%. Year to date, IAE is up 1.03% versus a gain of 11.53% for LGDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IAE has been the more volatile fund, with annualized monthly volatility of 26.3% compared with 12.5% for LGDX. 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 -23.3% for IAE and -15.8% for LGDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IAE charges 1.21% per year while LGDX charges 0.25%. On a $10,000 position that is $121 vs $25 annually, a gap of $96 per year that compounds over a long holding period. On income, IAE currently yields 8.68% against 0.47% for LGDX.
Holdings Overlap
0.1% of IAE's money is in holdings LGDX also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 248 positions we hold weights for in IAE and 295 in LGDX, against full books of 271 and 590.
What only one of them owns
Our book lists 290 positions for LGDX that do not appear in our book for IAE (99.4% of the fund), and 7 for IAE that do not appear in LGDX (3.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IAE | Weight in LGDX | Difference |
|---|---|---|---|
| TELTe Connectivity Ltd. | 0.08% | 0.04% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of IAE and LGDX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IAE or LGDX?
IAE has an expense ratio of 1.21% while LGDX charges 0.25%. LGDX is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, IAE or LGDX?
Over the past year IAE returned +6.56% vs +14.44% for LGDX, so LGDX leads on 1-year performance. Over the longest common window we track (2 years), IAE annualized +19.20% vs +16.55% for LGDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IAE or LGDX?
IAE has been the more volatile fund at 26.3% annualized versus 12.5% for LGDX. Worst drawdown: IAE -23.3% vs LGDX -15.8%.
Should I hold both IAE and LGDX?
IAE and LGDX have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IAE or LGDX?
IAE yields 8.68% while LGDX yields 0.47%, so IAE currently pays the higher dividend yield.
Is LGDX better than IAE?
LGDX has a lower expense ratio. IAE led over the full window, LGDX over 1Y. LGDX is less concentrated, with 37.6% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.