AOTS vs VYM

AOTS vs VYM

Which is better, AOTS or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 56.9%.

Lower Fees: VYMLess Concentrated: 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

MetricAOTSVYM
Expense Ratio0.49%0.04%Best
AUM$1M$81.6B
Dividend Yield0.00%2.22%
Holdings52613
Top 10 Weight56.9%26.1%Best
Fund FamilyAOT InvestVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionDec 22, 2025Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 31 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AOTS has data through Aug 18, 2026 and VYM through Sep 18, 2026.

Fees and Cost Over Time

AOTS charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, AOTS currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

AOTS already in VYM7.9%
VYM already in AOTS1.8%

7.9% of AOTS's money is in holdings VYM also owns. 1.8% of VYM's money is in holdings AOTS also owns.

AOTS and VYM share little of their money.

8 positions in common, counted across the 51 positions we hold weights for in AOTS and 557 in VYM, against full books of 52 and 613.

What only one of them owns

Our book lists 520 positions for VYM that do not appear in our book for AOTS (95.3% of the fund), and 38 for AOTS that do not appear in VYM (84.8%).

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.

Top Shared Holdings

StockWeight in AOTSWeight in VYMDifference
IBMInternational Business Machines Corp.3.17%0.85%2.32%
EBAYEbay Inc.0.77%0.21%0.56%
AMPAmeriprise Financial Inc0.74%0.20%0.54%
PAYXPaychex, Inc.0.69%0.15%0.54%
RJFRaymond James Financial Inc.0.69%0.12%0.57%
MSCIM S C I Inc.0.56%0.16%0.40%
GENGen Digital Inc0.66%0.06%0.60%
MTCHMatch Group Inc0.65%0.04%0.61%

You are not choosing between two funds in isolation.

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

AOTSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AOTS or VYM?

AOTS has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

What is the holdings overlap between AOTS and VYM?

7.9% of AOTS's money is in holdings VYM also owns. 1.8% of VYM's is in holdings AOTS also owns. They hold 8 positions in common, counted across the 51 positions we hold weights for in AOTS and 557 in VYM.

Which pays a higher dividend, AOTS or VYM?

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

Is VYM better than AOTS?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 56.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.