AESL vs VYM

AESL vs VYM

Which is better, AESL or VYM?

Small Cap Value against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 28.3%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricAESLVYM
Expense Ratio0.40%0.04%Best
AUM-$81.6B
Dividend Yield0.00%2.22%
Holdings102613
YTD Return-1.53%+12.87%Best
1Y Return-+17.25%
3Y Return (annualized)-+17.66%
5Y Return (annualized)-+11.98%
Top 10 Weight28.3%26.1%Best
Fund FamilyHarbor FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Value
InceptionAug 26, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AESL vs VYM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AESL vs VYM Performance

Harbor AlphaEdge Small Cap Value ETF (AESL) is an ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, AESL is down 1.53% versus a gain of 12.87% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

AESL charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, AESL currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

AESL already in VYM30.1%
VYM already in AESL0.4%

30.1% of AESL's money is in holdings VYM also owns. 0.4% of VYM's money is in holdings AESL also owns.

The two portfolios partly overlap.

19 positions in common, counted across the 102 positions we hold weights for in AESL and 557 in VYM, against full books of 102 and 613.

What only one of them owns

Our book lists 511 positions for VYM that do not appear in our book for AESL (96.7% of the fund), and 77 for AESL that do not appear in VYM (63.4%).

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

StockWeight in AESLWeight in VYMDifference
UBSIUnited Bankshares Inc/Wv3.43%0.03%3.40%
FBP:PRFirst Bancorp/puerto Rico3.22%0.02%3.20%
HOMBHome Bancshares Inc/ar3.15%0.02%3.13%
BFHBread Financial Holdings, Inc.3.08%0.02%3.06%
ONBOld National Bancorp/In Common Stock2.20%0.04%2.16%
VCTRVictory Receivables Corp1.95%0.02%1.93%
HWCHancock Whitney Corp Common Stock Usd3.331.78%0.03%1.75%
CAKECheesecake Factory Inc/the1.51%0.02%1.49%
UMBFUmb Financial Corp.1.48%0.04%1.44%
GNTXGentex Corp1.38%0.02%1.36%

30.1% of AESL is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AESLVYM

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Frequently Asked Questions

Which is cheaper, AESL or VYM?

AESL has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

What is the holdings overlap between AESL and VYM?

30.1% of AESL's money is in holdings VYM also owns. 0.4% of VYM's is in holdings AESL also owns. They hold 19 positions in common, counted across the 102 positions we hold weights for in AESL and 557 in VYM.

Which pays a higher dividend, AESL or VYM?

AESL yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than AESL?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 28.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.