AMUN vs VYM

AMUN vs VYM

Which is better, AMUN or VYM?

Short Term Municipal Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): 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

MetricAMUNVYM
Expense Ratio0.25%0.04%Best
AUM$55M$81.6B
Dividend Yield2.37%2.22%
Holdings64613
YTD Return+1.89%+10.96%Best
1Y Return+2.06%+15.42%Best
3Y Return (annualized)-+17.78%
5Y Return (annualized)-+12.05%
Fund FamilyAberdeenVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term Municipal BondLarge Cap Value
InceptionMar 17, 1986Nov 10, 2006

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

AMUN 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.

AMUN vs VYM Performance

abrdn Ultra Short Municipal Income Active ETF (AMUN) is an ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AMUN returned +2.06% while VYM returned +15.42%. Year to date, AMUN is up 1.89% versus a gain of 10.96% for VYM.

Past performance does not guarantee future results.

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 2.37% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 16 holdings in AMUN and 557 in VYM, totalling 24.5% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 16 positions we hold weights for in AMUN and 557 in VYM, against full books of 64 and 613.

You are not choosing between two funds in isolation.

Whichever of AMUN and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMUNVYM

Free for up to 10 holdings. No account needed.

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, by $21 a year on a $10,000 investment.

Which performed better, AMUN or VYM?

Over the past year AMUN returned +2.06% vs +15.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, AMUN or VYM?

AMUN yields 2.37% while VYM yields 2.22%, so AMUN currently pays the higher dividend yield.

Is VYM better than AMUN?

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