AMUN vs VYM

AMUN vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAMUNVYMWinner
Expense Ratio0.25%0.04%
AUM$55M$81.6B
Dividend Yield2.13%2.24%
Holdings64613
YTD Return+1.85%+14.18%
1Y Return-+20.67%
3Y Return (annualized)-+18.47%
5Y Return (annualized)-+12.01%
Volatility (annualized)-14.5%
Max Drawdown-0.6%-58.8%
Fund FamilyAberdeenVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 17, 1986Nov 10, 2006

AMUN vs VYM Performance

abrdn Ultra Short Municipal Income Active ETF (AMUN) is a ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, AMUN is up 1.85% versus a gain of 14.18% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.6% for AMUN and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AMUN charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, AMUN currently yields 2.13% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

AMUN and VYM share 0 holdings out of 619 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, AMUN or VYM?

AMUN has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

What is the holdings overlap between AMUN and VYM?

AMUN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 619 unique securities.

Which pays a higher dividend, AMUN or VYM?

AMUN yields 2.13% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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