LGDX vs VTI
LGDX vs VTI
Intech S&P Large Cap Diversified Alpha ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | LGDX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $140M | $663.5B | |
| Dividend Yield | 0.48% | 1.07% | |
| Holdings | 241 | 3,543 | |
| YTD Return | +13.13% | +13.92% | |
| 1Y Return | +21.02% | +24.07% | |
| 3Y Return (annualized) | - | +20.88% | |
| 5Y Return (annualized) | - | +12.47% | |
| Volatility (annualized) | 13.2% | 15.3% | |
| Max Drawdown | -15.8% | -56.6% | |
| Fund Family | Intech ETF | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 1, 2025 | May 24, 2001 |
LGDX vs VTI Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is a ETF from Intech ETF and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LGDX returned +21.02% while VTI returned +24.07%. Year to date, LGDX is up 13.13% versus a gain of 13.92% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.2% 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
LGDX and VTI share 226 holdings out of 2796 unique holdings combined, representing a 50.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in LGDX | Weight in VTI | Difference |
|---|---|---|---|
| NVDA | 8.79% | 6.32% | 2.47% |
| AAPL | 4.59% | 5.84% | 1.25% |
| MSFT | 5.81% | 3.81% | 2.00% |
| 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 VTI 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 VTI?
LGDX has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, LGDX or VTI?
Over the past year LGDX returned +21.02% vs +24.07% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), LGDX annualized +19.28% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, LGDX or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.2% for LGDX. Worst drawdown: LGDX -15.8% vs VTI -56.6%.
Should I hold both LGDX and VTI?
LGDX and VTI 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 VTI?
LGDX and VTI share 226 common holdings with a 50.3% weight overlap. Combined, they hold 2796 unique securities.
Which pays a higher dividend, LGDX or VTI?
LGDX yields 0.48% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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