ACVT vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricACVTVYMWinner
Expense Ratio0.65%0.04%
AUM$32M$79.0B
Dividend Yield0.00%2.86%
Holdings58568
YTD Return+6.88%+15.80%
1Y Return+9.21%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)5.7%14.6%
Max Drawdown-5.1%-58.8%
Fund FamilyAdvent Capital ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 30, 2025Nov 10, 2006

ACVT vs VYM Performance

Advent Convertible Bond ETF (ACVT) is a ETF from Advent Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ACVT returned +9.21% while VYM returned +26.12%. Year to date, ACVT is up 6.88% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.7% for ACVT. 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 -5.1% for ACVT and -58.8% for VYM. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACVT charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, ACVT currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

ACVT and VYM share 0 holdings out of 595 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ACVT or VYM?

ACVT has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, ACVT or VYM?

Over the past year ACVT returned +9.21% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), ACVT annualized +11.12% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, ACVT or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 5.7% for ACVT. Worst drawdown: ACVT -5.1% vs VYM -58.8%.

Should I hold both ACVT and VYM?

ACVT and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACVT and VYM?

ACVT and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 595 unique securities.

Which pays a higher dividend, ACVT or VYM?

ACVT yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.