APRH vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAPRHVYMWinner
Expense Ratio0.79%0.04%
AUM$25M$79.0B
Dividend Yield3.82%2.86%
Holdings8568
YTD Return+1.96%+15.80%
1Y Return+1.06%+26.12%
3Y Return (annualized)+5.14%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)3.0%14.6%
Max Drawdown-5.9%-58.8%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionApr 3, 2023Nov 10, 2006

APRH vs VYM Performance

Innovator Premium Income 20 Barrier ETF - April (APRH) is a ETF from Innovator ETFs Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year APRH returned +1.06% while VYM returned +26.12%. Year to date, APRH is up 1.96% versus a gain of 15.80% for VYM.

Over three years, APRH compounded at +5.14% per year against +18.25% for VYM. Across the full 3-year window we track, VYM has the edge at +7.07% annualized vs +5.76%. 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 3.0% for APRH. 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 -5.9% for APRH 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

APRH charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, APRH currently yields 3.82% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, APRH or VYM?

APRH has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, APRH or VYM?

Over the past year APRH returned +1.06% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), APRH annualized +5.76% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, APRH or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.0% for APRH. Worst drawdown: APRH -5.9% vs VYM -58.8%.

Should I hold both APRH and VYM?

APRH and VYM have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, APRH or VYM?

APRH yields 3.82% while VYM yields 2.86%, so APRH currently pays the higher dividend yield.

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