LGDX vs VOO
LGDX vs VOO
Intech S&P Large Cap Diversified Alpha ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LGDX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $140M | $979.0B | |
| Dividend Yield | 0.48% | 1.09% | |
| Holdings | 241 | 509 | |
| YTD Return | +10.82% | +11.51% | |
| 1Y Return | +18.54% | +21.46% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 13.1% | 14.1% | |
| Max Drawdown | -15.8% | -34.3% | |
| Fund Family | Intech ETF | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 1, 2025 | Sep 7, 2010 |
LGDX vs VOO Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is a ETF from Intech ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LGDX returned +18.54% while VOO returned +21.46%. Year to date, LGDX is up 10.82% versus a gain of 11.51% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.1% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LGDX charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, LGDX currently yields 0.48% against 1.09% for VOO.
Holdings Overlap
LGDX and VOO share 234 holdings out of 510 unique holdings combined, representing a 55.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 8.79% | 7.51% | 1.28% |
| AAPL | 4.59% | 6.59% | 2.00% |
| MSFT | 5.81% | 4.30% | 1.51% |
| GOOG | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
See all 10 holdings LGDX shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, LGDX or VOO?
LGDX has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, LGDX or VOO?
Over the past year LGDX returned +18.54% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), LGDX annualized +17.60% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, LGDX or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.1% for LGDX. Worst drawdown: LGDX -15.8% vs VOO -34.3%.
Should I hold both LGDX and VOO?
LGDX and VOO have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LGDX and VOO?
LGDX and VOO share 234 common holdings with a 55.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, LGDX or VOO?
LGDX yields 0.48% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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