LYLD vs VTI
Cambria LargeCap Shareholder Yield ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, LYLD or VTI?
Large Cap Value against Large Cap Blend.
VTI has a lower expense ratio. LYLD led over 1Y, VTI over the full window. LYLD is less concentrated, with 25.7% of the fund in its ten largest positions against 33.5%.
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 | LYLD | VTI |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $9M | $689.2B |
| Dividend Yield | 2.22% | 1.06% |
| Holdings | 104 | 3,524 |
| YTD Return | +17.25%Best | +13.02% |
| 1Y Return | +21.96%Best | +16.63% |
| 3Y Return (annualized) | - | +21.97% |
| 5Y Return (annualized) | - | +11.99% |
| Volatility (annualized) | 13.5% | 12.3%Best |
| Max Drawdown | -18.6%Best | -19.3% |
| $10,000 over 2.3 years | $13,577 | $14,139Best |
| Top 10 Weight | 25.7%Best | 33.5% |
| Fund Family | Cambria Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jul 12, 2024 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 12, 2024 to Oct 14, 2026 (2.3 years).
LYLD vs VTI 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 2.3 years both funds cover.
LYLD vs VTI Performance
Cambria LargeCap Shareholder Yield ETF (LYLD) is an ETF from Cambria Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year LYLD returned +21.96% while VTI returned +16.63%. Year to date, LYLD is up 17.25% versus a gain of 13.02% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LYLD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 12.3% for VTI. 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 -18.6% for LYLD and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LYLD charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, LYLD currently yields 2.22% against 1.06% for VTI.
Holdings Overlap
97.8% of LYLD's money is in holdings VTI also owns. 4.0% of VTI's money is in holdings LYLD also owns.
Most of LYLD is already inside VTI. Owning both mostly buys the same companies twice.
49 positions in common, counted across the 51 positions we hold weights for in LYLD and 3,441 in VTI, against full books of 104 and 3,524.
What only one of them owns
Our book lists 1,107 positions for VTI that do not appear in our book for LYLD (93.6% of the fund), and 2 for LYLD that do not appear in VTI (2.1%).
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 LYLD | Weight in VTI | Difference |
|---|---|---|---|
| MPCMarathon Petroleum Corp | 3.12% | 0.15% | 2.97% |
| VLOValero Energy | 3.01% | 0.14% | 2.87% |
| DINOHollyfrontier | 3.12% | 0.02% | 3.10% |
| XOMExxonmobil Corp. | 2.23% | 0.90% | 1.33% |
| THCTenet Healthcare Corp Common Stock Usd 0.05 | 2.57% | 0.03% | 2.54% |
| APAApa Corp | 2.43% | 0.02% | 2.41% |
| COPConocophillips Common Stock USD 0.01 | 2.23% | 0.22% | 2.01% |
| PFEPfizer Inc | 2.21% | 0.22% | 1.99% |
| NEMNewmont Corp Common | 2.24% | 0.18% | 2.06% |
| PYPLPaypal Holdings Inc | 2.34% | 0.06% | 2.28% |
97.8% of LYLD is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LYLD or VTI?
LYLD has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, LYLD or VTI?
Over the past year LYLD returned +21.96% vs +16.63% for VTI, so LYLD leads on 1-year performance. Over the longest common window we track (2 years), LYLD annualized +14.22% vs +16.25% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LYLD or VTI?
LYLD has been the more volatile fund at 13.5% annualized versus 12.3% for VTI. Worst drawdown: LYLD -18.6% vs VTI -19.3%.
Should I hold both LYLD and VTI?
LYLD and VTI have a monthly-return correlation of 0.54, 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 LYLD and VTI?
97.8% of LYLD's money is in holdings VTI also owns. 4.0% of VTI's is in holdings LYLD also owns. They hold 49 positions in common, counted across the 51 positions we hold weights for in LYLD and 3,441 in VTI.
Which pays a higher dividend, LYLD or VTI?
LYLD yields 2.22% while VTI yields 1.06%, so LYLD currently pays the higher dividend yield.
Is VTI better than LYLD?
VTI has a lower expense ratio. LYLD led over 1Y, VTI over the full window. LYLD is less concentrated, with 25.7% of the fund in its ten largest positions against 33.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.