AOTG vs VYM
AOT Growth and Innovation ETF vs Vanguard High Dividend Yield ETF
Which is better, AOTG or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. AOTG led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 64.2%.
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
| Metric | AOTG | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $106M | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 43 | 613 |
| YTD Return | +22.82%Best | +10.24% |
| 1Y Return | +27.73%Best | +14.89% |
| 3Y Return (annualized) | +34.31%Best | +18.00% |
| 5Y Return (annualized) | - | +11.42% |
| Volatility (annualized) | 25.7% | 13.5%Best |
| Max Drawdown | -31.6% | -14.5%Best |
| $10,000 over 4.2 years | $27,424Best | $17,242 |
| Top 10 Weight | 64.2% | 26.1%Best |
| Fund Family | AOT Invest | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 29, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jun 29, 2022 to Sep 25, 2026 (4.2 years).
AOTG 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 4.2 years both funds cover.
AOTG vs VYM Performance
AOT Growth and Innovation ETF (AOTG) is an ETF from AOT Invest and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AOTG returned +27.73% while VYM returned +14.89%. Year to date, AOTG is up 22.82% versus a gain of 10.24% for VYM.
Over three years, AOTG compounded at +34.31% per year against +18.00% for VYM. Across the full 4-year window we track, AOTG has the edge at +27.15% annualized vs +13.85%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AOTG has been the more volatile fund, with annualized monthly volatility of 25.7% compared with 13.5% for VYM. 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 -31.6% for AOTG and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AOTG charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, AOTG currently yields 0.00% against 2.22% for VYM.
Holdings Overlap
4.8% of AOTG's money is in holdings VYM also owns. 8.5% of VYM's money is in holdings AOTG also owns.
VYM and AOTG share little of their money.
4 positions in common, counted across the 44 positions we hold weights for in AOTG and 557 in VYM, against full books of 43 and 613.
What only one of them owns
Our book lists 524 positions for VYM that do not appear in our book for AOTG (88.6% of the fund), and 36 for AOTG that do not appear in VYM (86.8%).
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.
You are not choosing between two funds in isolation.
Whichever of AOTG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AOTG or VYM?
AOTG has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, AOTG or VYM?
Over the past year AOTG returned +27.73% vs +14.89% for VYM, so AOTG leads on 1-year performance. Over the longest common window we track (4 years), AOTG annualized +27.15% vs +13.85% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AOTG or VYM?
AOTG has been the more volatile fund at 25.7% annualized versus 13.5% for VYM. Worst drawdown: AOTG -31.6% vs VYM -14.5%.
Should I hold both AOTG and VYM?
AOTG and VYM have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AOTG and VYM?
8.5% of VYM's money is in holdings AOTG also owns. 8.5% of VYM's is in holdings AOTG also owns. They hold 4 positions in common, counted across the 44 positions we hold weights for in AOTG and 557 in VYM.
Which pays a higher dividend, AOTG or VYM?
AOTG yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than AOTG?
VYM has a lower expense ratio. AOTG led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 64.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.