AMEI vs VYM

AMEI vs VYM

Which is better, AMEI or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricAMEIVYM
Expense Ratio0.76%0.04%Best
AUM$5M$81.6B
Dividend Yield0.00%2.22%
Holdings32613
YTD Return+0.58%+13.91%Best
1Y Return+0.58%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)-11.3%
Max Drawdown-95.0%-14.5%Best
$10,000 over 3.5 years$520$17,506Best
Fund FamilyAmana Mutual Funds TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 24, 2026Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 27, 2023 to Sep 11, 2026 (3.5 years).

AMEI 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 covers the 3.5 years both funds cover.

AMEI vs VYM Performance

Amana Equity Income ETF (AMEI) is an ETF from Amana Mutual Funds Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AMEI returned +0.58% while VYM returned +17.57%. Year to date, AMEI is up 0.58% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -95.0% for AMEI and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

Fees and Cost Over Time

AMEI charges 0.76% per year while VYM charges 0.04%. On a $10,000 position that is $76 vs $4 annually, a gap of $72 per year that compounds over a long holding period. On income, AMEI currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

VYM already in AMEI20.7%

At least 20.7% of VYM's money is in holdings AMEI also owns.

Stated as a floor: for AMEI, our book for it covers 93.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and AMEI share little of their money.

18 positions in common, counted across the 31 positions we hold weights for in AMEI and 603 in VYM, against full books of 32 and 613.

Top Shared Holdings

StockWeight in AMEIWeight in VYMDifference
AVGOBroadcom Inc4.60%7.29%2.69%
ROKRockwell Automation Inc.5.70%0.23%5.47%
CSCOCisco Systems Inc. - Ordinary Shares3.90%1.93%1.97%
JNJJohnson & Johnson2.50%2.54%0.04%
ABBVAbbvie Inc.2.10%1.85%0.25%
TXNTexas Instruments, Inc2.70%1.13%1.57%
ITWIllinois Tool Works Inc.3.50%0.32%3.18%
JCIJohnson Controls International Plc3.20%0.37%2.83%
HDHome Depot Inc/The1.30%1.46%0.16%
FERGFerguson Enterprises Inc 0.002.30%0.19%2.11%

20.7% of VYM is already inside AMEI.

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

AMEIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMEI or VYM?

AMEI has an expense ratio of 0.76% while VYM charges 0.04%. VYM is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, AMEI or VYM?

Over the past year AMEI returned +0.58% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), AMEI annualized -57.03% vs +17.35% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between AMEI and VYM?

At least 20.7% of VYM's money is in holdings AMEI also owns. Our book for AMEI is partial, so the real figure is this or higher. They hold 18 positions in common, counted across the 31 positions we hold weights for in AMEI and 603 in VYM.

Which pays a higher dividend, AMEI or VYM?

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

Is VYM better than AMEI?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.