APIE vs VYM
ActivePassive International Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | APIE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $1.2B | $81.6B | |
| Dividend Yield | 3.38% | 2.24% | |
| Holdings | 551 | 616 | |
| YTD Return | +9.62% | +16.42% | |
| 1Y Return | +20.25% | +24.22% | |
| 3Y Return (annualized) | +18.32% | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 12.3% | 14.6% | |
| Max Drawdown | -15.9% | -58.8% | |
| Fund Family | Envestnet Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 3, 2023 | Nov 10, 2006 |
APIE vs VYM Performance
ActivePassive International Equity ETF (APIE) is a ETF from Envestnet Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year APIE returned +20.25% while VYM returned +24.22%. Year to date, APIE is up 9.62% versus a gain of 16.42% for VYM.
Over three years, APIE compounded at +18.32% per year against +19.03% for VYM. Across the full 3-year window we track, APIE has the edge at +16.79% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.3% for APIE. 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 -15.9% for APIE 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
APIE charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, APIE currently yields 3.38% against 2.24% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, APIE or VYM?
APIE has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, APIE or VYM?
Over the past year APIE returned +20.25% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), APIE annualized +16.79% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, APIE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.3% for APIE. Worst drawdown: APIE -15.9% vs VYM -58.8%.
Should I hold both APIE and VYM?
APIE and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between APIE and VYM?
APIE and VYM share 2 common holdings with a 0.2% weight overlap. Combined, they hold 1131 unique securities.
Which pays a higher dividend, APIE or VYM?
APIE yields 3.38% while VYM yields 2.24%, so APIE currently pays the higher dividend yield.
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