LVMUY vs. VTI
Compare and contrast key facts about LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LVMUY or VTI.
Correlation
The correlation between LVMUY and VTI is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LVMUY vs. VTI - Performance Comparison
Key characteristics
LVMUY:
-0.95
VTI:
0.52
LVMUY:
-1.42
VTI:
0.87
LVMUY:
0.84
VTI:
1.13
LVMUY:
-0.73
VTI:
0.54
LVMUY:
-1.63
VTI:
2.06
LVMUY:
20.22%
VTI:
5.02%
LVMUY:
35.01%
VTI:
19.96%
LVMUY:
-80.90%
VTI:
-55.45%
LVMUY:
-42.49%
VTI:
-8.59%
Returns By Period
In the year-to-date period, LVMUY achieves a -14.50% return, which is significantly lower than VTI's -4.39% return. Over the past 10 years, LVMUY has outperformed VTI with an annualized return of 13.99%, while VTI has yielded a comparatively lower 11.62% annualized return.
LVMUY
-14.50%
0.51%
-12.71%
-33.73%
9.36%
13.99%
VTI
-4.39%
11.49%
-5.22%
9.10%
15.13%
11.62%
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Risk-Adjusted Performance
LVMUY vs. VTI — Risk-Adjusted Performance Rank
LVMUY
VTI
LVMUY vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LVMUY vs. VTI - Dividend Comparison
LVMUY's dividend yield for the trailing twelve months is around 2.54%, more than VTI's 1.36% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.54% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 1.60% | 2.10% | 12.91% | 2.40% |
VTI Vanguard Total Stock Market ETF | 1.36% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
LVMUY vs. VTI - Drawdown Comparison
The maximum LVMUY drawdown since its inception was -80.90%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for LVMUY and VTI. For additional features, visit the drawdowns tool.
Volatility
LVMUY vs. VTI - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a higher volatility of 14.89% compared to Vanguard Total Stock Market ETF (VTI) at 12.13%. This indicates that LVMUY's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with LVMUY or VTI
Recent discussions
Market filter for screeners
Scott Allen
Basis of calculations: historical or modelled?
Hi,
I am new to Portfolioslab. I cannot find any statement describing whether returns and heat maps of users' and lazy's portfolios are based on actual historical data, or are simply modelled on the basis of current portfolio composition.
I would greatly appreciate a clarification.
Thanks
Luca
calculation of performance
Portfolio performance graph for past 1Y (thru 3/13/2025):
GLD=37.82%
IAU=37.97%
IAUM=38.34%
using daily adjusted closing market price (from NASDAQ) integrating the logarithmic daily rate of return between 3/13/2025 to 3/14/2025 to calculate the cumulative rate of return, I calculate
GLD=31.34%
IAU=31.45%
IAUM=31.66%
These ETF's do not pay a dividend, Expense cost is included in the closing price.
The difference in rate of return is about 6%, which is too large. I can send you my calculation (xls) if this would be useful.
What is causing the error?
Marcus Crahan