LGDX vs STEW
Intech S&P Large Cap Diversified Alpha ETF vs SRH Total Return Fund
Which is better, LGDX or STEW?
LGDX has been ahead.
LGDX has a lower expense ratio. LGDX led over 1Y and the full window.
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 | STEW |
|---|---|---|
| Expense Ratio | 0.25%Best | 2.28% |
| AUM | $147M | $2.3B |
| Dividend Yield | 0.47% | 3.39% |
| Holdings | 590 | 24 |
| YTD Return | +11.53%Best | -0.38% |
| 1Y Return | +14.44%Best | +3.95% |
| 3Y Return (annualized) | - | +15.13% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 12.5% | 11.4%Best |
| Max Drawdown | -15.8%Best | -27.6% |
| $10,000 over 1.6 years | $12,640Best | $11,100 |
| Fund Family | Intech ETF | Paralel Advisors LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 1, 2025 | Jan 31, 2002 |
Not shown on this pair: 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 14, 2026 (1.6 years).
LGDX vs STEW 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 STEW Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF and SRH Total Return Fund (STEW) is an ETF from Paralel Advisors LLC. Over the past year LGDX returned +14.44% while STEW returned +3.95%. Year to date, LGDX is up 11.53% versus a loss of 0.38% for STEW.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGDX has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 11.4% for STEW. 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 -27.6% for STEW. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.26. They move largely independently of each other.
Fees and Cost Over Time
LGDX charges 0.25% per year while STEW charges 2.28%. On a $10,000 position that is $25 vs $228 annually, a gap of $203 per year that compounds over a long holding period. On income, LGDX currently yields 0.47% against 3.39% for STEW.
Holdings Overlap
At least 9.4% of LGDX's money is in holdings STEW also owns.
Stated as a floor: for STEW, our book for it covers 93.5% 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 STEW share little of their money.
7 positions in common, counted across the 295 positions we hold weights for in LGDX and 21 in STEW, against full books of 590 and 24.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in STEW | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 0.85% | 14.57% | 13.72% |
| MSFTMicrosoft Corp | 4.92% | 2.22% | 2.70% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.57% | 4.40% | 2.83% |
| SCHWSchwab Strategic T | 0.58% | 3.28% | 2.70% |
| TRVThe Travelers Cos, Inc. | 0.62% | 3.21% | 2.59% |
| CATCaterpillar, Inc. | 0.67% | 2.98% | 2.31% |
| WMTWalmart, Inc. | 0.21% | 0.67% | 0.46% |
You are not choosing between two funds in isolation.
Whichever of LGDX and STEW 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 STEW?
LGDX has an expense ratio of 0.25% while STEW charges 2.28%. LGDX is the cheaper option, by $203 a year on a $10,000 investment.
Which performed better, LGDX or STEW?
Over the past year LGDX returned +14.44% vs +3.95% for STEW, so LGDX leads on 1-year performance. Over the longest common window we track (2 years), LGDX annualized +15.77% vs +6.74% for STEW. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGDX or STEW?
LGDX has been the more volatile fund at 12.5% annualized versus 11.4% for STEW. Worst drawdown: LGDX -15.8% vs STEW -27.6%.
Should I hold both LGDX and STEW?
LGDX and STEW have a monthly-return correlation of 0.26, 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 STEW?
At least 9.4% of LGDX's money is in holdings STEW also owns. Our book for STEW is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 295 positions we hold weights for in LGDX and 21 in STEW.
Which pays a higher dividend, LGDX or STEW?
LGDX yields 0.47% while STEW yields 3.39%, so STEW currently pays the higher dividend yield.
Is STEW better than LGDX?
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.