LGDX vs MEDX
Intech S&P Large Cap Diversified Alpha ETF vs Horizon Kinetics Medical ETF
Which is better, LGDX or MEDX?
Each has led over a different period.
LGDX has a lower expense ratio. LGDX led over the full window, MEDX over 1Y.
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 | LGDX | MEDX |
|---|---|---|
| Expense Ratio | 0.25%Best | 0.85% |
| AUM | $147M | $16M |
| Dividend Yield | 0.47% | 1.16% |
| Holdings | 590 | 68 |
| YTD Return | +12.10%Best | +8.66% |
| 1Y Return | +15.02% | +15.44%Best |
| 3Y Return (annualized) | - | +10.34% |
| Volatility (annualized) | 12.5%Best | 14.9% |
| Max Drawdown | -15.8%Best | -17.1% |
| $10,000 over 1.6 years | $12,698Best | $12,670 |
| Fund Family | Intech ETF | Horizon Kinetics LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 1, 2025 | Jan 27, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
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 15, 2026 (1.6 years).
LGDX vs MEDX 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.
LGDX vs MEDX Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF and Horizon Kinetics Medical ETF (MEDX) is an ETF from Horizon Kinetics LLC. Over the past year LGDX returned +15.02% while MEDX returned +15.44%. Year to date, LGDX is up 12.10% versus a gain of 8.66% for MEDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MEDX has been the more volatile fund, with annualized monthly volatility of 14.9% 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 -15.8% for LGDX and -17.1% for MEDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.08. They move largely independently of each other.
Fees and Cost Over Time
LGDX charges 0.25% per year while MEDX charges 0.85%. On a $10,000 position that is $25 vs $85 annually, a gap of $60 per year that compounds over a long holding period. On income, LGDX currently yields 0.47% against 1.16% for MEDX.
Holdings Overlap
At least 3.8% of LGDX's money is in holdings MEDX also owns.
Stated as a floor: for MEDX, our book for it covers 91.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
LGDX and MEDX share little of their money.
8 positions in common, counted across the 295 positions we hold weights for in LGDX and 31 in MEDX, against full books of 590 and 68.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in MEDX | Difference |
|---|---|---|---|
| LLYEli Lilly & Co. | 1.79% | 19.14% | 17.35% |
| JNJJohnson & Johnson - Common | 0.88% | 5.96% | 5.08% |
| BMYBristol-Myers Squibb Co. | 0.55% | 4.32% | 3.77% |
| AMGNAmgen Inc. | 0.13% | 4.67% | 4.54% |
| MRKMerck & Company Inc | 0.02% | 4.60% | 4.58% |
| PFEPfizer Inc | 0.12% | 3.48% | 3.36% |
| REGNRegeneron Pharmaceuticals, Inc. | 0.26% | 2.57% | 2.31% |
| VTRSViatris | 0.08% | 0.30% | 0.22% |
You are not choosing between two funds in isolation.
Whichever of LGDX and MEDX 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, LGDX or MEDX?
LGDX has an expense ratio of 0.25% while MEDX charges 0.85%. LGDX is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, LGDX or MEDX?
Over the past year LGDX returned +15.02% vs +15.44% for MEDX, so MEDX leads on 1-year performance. Over the longest common window we track (2 years), LGDX annualized +16.10% vs +15.94% for MEDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGDX or MEDX?
MEDX has been the more volatile fund at 14.9% annualized versus 12.5% for LGDX. Worst drawdown: LGDX -15.8% vs MEDX -17.1%.
Should I hold both LGDX and MEDX?
LGDX and MEDX have a monthly-return correlation of 0.08, 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 LGDX and MEDX?
At least 3.8% of LGDX's money is in holdings MEDX also owns. Our book for MEDX is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 295 positions we hold weights for in LGDX and 31 in MEDX.
Which pays a higher dividend, LGDX or MEDX?
LGDX yields 0.47% while MEDX yields 1.16%, so MEDX currently pays the higher dividend yield.
Is MEDX better than LGDX?
LGDX has a lower expense ratio. LGDX led over the full window, MEDX over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.