LCLG vs VYM
Logan Capital Large Cap Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, LCLG or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. LCLG led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 45.6%.
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 | LCLG | VYM |
|---|---|---|
| Expense Ratio | 0.90% | 0.04%Best |
| AUM | $108M | $78.9B |
| Dividend Yield | 0.00% | 2.37% |
| Holdings | 114 | 608 |
| YTD Return | +10.21% | +11.83%Best |
| 1Y Return | +13.02% | +15.96%Best |
| 3Y Return (annualized) | +25.89%Best | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 19.6% | 13.5%Best |
| Max Drawdown | -25.8% | -14.5%Best |
| $10,000 over 4.2 years | $21,446Best | $17,015 |
| Top 10 Weight | 45.6% | 25.8%Best |
| Fund Family | Logan Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Aug 8, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Aug 8, 2022 to Oct 14, 2026 (4.2 years).
LCLG vs VYM 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 4.2 years both funds cover.
LCLG vs VYM Performance
Logan Capital Large Cap Growth ETF (LCLG) is an ETF from Logan Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LCLG returned +13.02% while VYM returned +15.96%. Year to date, LCLG is up 10.21% versus a gain of 11.83% for VYM.
Over three years, LCLG compounded at +25.89% per year against +18.60% for VYM. Across the full 4-year window we track, LCLG has the edge at +19.92% annualized vs +13.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCLG has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 13.5% for VYM. 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 -25.8% for LCLG and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LCLG charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, LCLG currently yields 0.00% against 2.37% for VYM.
Holdings Overlap
17.1% of LCLG's money is in holdings VYM also owns. 10.0% of VYM's money is in holdings LCLG also owns.
LCLG and VYM share little of their money.
12 positions in common, counted across the 55 positions we hold weights for in LCLG and 602 in VYM, against full books of 114 and 608.
What only one of them owns
Our book lists 561 positions for VYM that do not appear in our book for LCLG (87.8% of the fund), and 40 for LCLG that do not appear in VYM (80.0%).
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 LCLG | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 4.43% | 6.94% | 2.51% |
| FASTFastenal Co. | 3.11% | 0.23% | 2.88% |
| WSMWilliams-sonoma Inc | 2.15% | 0.11% | 2.04% |
| HDHome Depot Inc/The | 0.47% | 1.32% | 0.85% |
| ETNEaton Corp Plc | 1.12% | 0.63% | 0.49% |
| DKSDick's Sporting Goods Inc | 1.48% | 0.03% | 1.45% |
| SBUXStarbucks Corp | 0.90% | 0.49% | 0.41% |
| TXRHTexas Roadhouse Inc | 0.89% | 0.05% | 0.84% |
| CHRWCh Robinson Worldwide Inc. | 0.82% | 0.07% | 0.75% |
| HUBBHubbell Inc | 0.62% | 0.10% | 0.52% |
You are not choosing between two funds in isolation.
Whichever of LCLG and VYM 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, LCLG or VYM?
LCLG has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, LCLG or VYM?
Over the past year LCLG returned +13.02% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), LCLG annualized +19.92% vs +13.49% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LCLG or VYM?
LCLG has been the more volatile fund at 19.6% annualized versus 13.5% for VYM. Worst drawdown: LCLG -25.8% vs VYM -14.5%.
Should I hold both LCLG and VYM?
LCLG and VYM have a monthly-return correlation of 0.69, 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 LCLG and VYM?
17.1% of LCLG's money is in holdings VYM also owns. 10.0% of VYM's is in holdings LCLG also owns. They hold 12 positions in common, counted across the 55 positions we hold weights for in LCLG and 602 in VYM.
Which pays a higher dividend, LCLG or VYM?
LCLG yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than LCLG?
VYM has a lower expense ratio. LCLG led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.