AOTG vs VYM
AOT Growth and Innovation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. AOTG delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | AOTG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $96M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 44 | 568 | |
| YTD Return | +16.79% | +16.78% | |
| 1Y Return | +25.03% | +24.43% | |
| 3Y Return (annualized) | +28.60% | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 25.9% | 14.6% | |
| Max Drawdown | -31.6% | -58.8% | |
| Fund Family | AOT Invest | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2022 | Nov 10, 2006 |
AOTG vs VYM Performance
AOT Growth and Innovation ETF (AOTG) is a ETF from AOT Invest and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AOTG returned +25.03% while VYM returned +24.43%. Year to date, AOTG is up 16.79% versus a gain of 16.78% for VYM.
Over three years, AOTG compounded at +28.60% per year against +18.60% for VYM. Across the full 4-year window we track, AOTG has the edge at +26.47% annualized vs +7.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AOTG has been the more volatile fund, with annualized monthly volatility of 25.9% compared with 14.6% 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.86% for VYM.
Holdings Overlap
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. On a $10,000 investment, that is $71 per year of difference.
Which performed better, AOTG or VYM?
Over the past year AOTG returned +25.03% vs +24.43% for VYM, so AOTG leads on 1-year performance. Over the longest common window we track (4 years), AOTG annualized +26.47% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, AOTG or VYM?
AOTG has been the more volatile fund at 25.9% annualized versus 14.6% for VYM. Worst drawdown: AOTG -31.6% vs VYM -58.8%.
Should I hold both AOTG and VYM?
AOTG and VYM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOTG and VYM?
AOTG and VYM share 2 common holdings with a 1.7% weight overlap. Combined, they hold 598 unique securities.
Which pays a higher dividend, AOTG or VYM?
AOTG yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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