LGDX vs SVOL
Intech S&P Large Cap Diversified Alpha ETF vs Simplify Volatility Premium ETF
Which is better, LGDX or SVOL?
Each has led over a different period.
LGDX has a lower expense ratio. LGDX led over the full window, SVOL 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 | SVOL |
|---|---|---|
| Expense Ratio | 0.25%Best | 0.66% |
| AUM | $147M | $530M |
| Dividend Yield | 0.47% | 21.23% |
| Holdings | 590 | 109 |
| YTD Return | +11.53%Best | +11.39% |
| 1Y Return | +14.44% | +17.01%Best |
| 3Y Return (annualized) | - | +8.93% |
| 5Y Return (annualized) | - | +7.72% |
| Volatility (annualized) | 12.5%Best | 17.7% |
| Max Drawdown | -15.8%Best | -31.3% |
| $10,000 over 1.6 years | $12,640Best | $11,198 |
| Fund Family | Intech ETF | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 1, 2025 | May 12, 2021 |
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 SVOL 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 SVOL Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year LGDX returned +14.44% while SVOL returned +17.01%. Year to date, LGDX is up 11.53% versus a gain of 11.39% for SVOL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SVOL has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -31.3% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGDX charges 0.25% per year while SVOL charges 0.66%. On a $10,000 position that is $25 vs $66 annually, a gap of $41 per year that compounds over a long holding period. On income, LGDX currently yields 0.47% against 21.23% for SVOL.
Holdings Overlap
We hold position weights for 295 holdings in LGDX and 10 in SVOL, totalling 100.0% and 48.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 295 positions we hold weights for in LGDX and 10 in SVOL, against full books of 590 and 109.
You are not choosing between two funds in isolation.
Whichever of LGDX and SVOL 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 SVOL?
LGDX has an expense ratio of 0.25% while SVOL charges 0.66%. LGDX is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, LGDX or SVOL?
Over the past year LGDX returned +14.44% vs +17.01% for SVOL, so SVOL leads on 1-year performance. Over the longest common window we track (2 years), LGDX annualized +15.77% vs +7.33% for SVOL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LGDX or SVOL?
SVOL has been the more volatile fund at 17.7% annualized versus 12.5% for LGDX. Worst drawdown: LGDX -15.8% vs SVOL -31.3%.
Should I hold both LGDX and SVOL?
LGDX and SVOL have a monthly-return correlation of 0.73, 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, LGDX or SVOL?
LGDX yields 0.47% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.
Is SVOL better than LGDX?
LGDX has a lower expense ratio. LGDX led over the full window, SVOL over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.