APUE vs VYM

APUE vs VYM

Which is better, APUE or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. APUE led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.7%.

Lower Fees: VYMHigher Returns: splitLess 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

MetricAPUEVYM
Expense Ratio0.31%0.04%Best
AUM$2.5B$81.6B
Dividend Yield0.75%2.22%
Holdings451613
YTD Return+12.50%+13.75%Best
1Y Return+19.14%+19.42%Best
3Y Return (annualized)+20.37%Best+18.22%
5Y Return (annualized)-+12.17%
Volatility (annualized)12.9%11.0%Best
Max Drawdown-19.1%-14.5%Best
$10,000 over 3.4 years$19,454Best$17,288
Top 10 Weight37.7%25.9%Best
Fund FamilyEnvestnet Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMay 3, 2023Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 3, 2023 to Sep 9, 2026 (3.4 years).

APUE 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 3.4 years both funds cover.

APUE vs VYM Performance

ActivePassive US Equity ETF (APUE) is an ETF from Envestnet Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year APUE returned +19.14% while VYM returned +19.42%. Year to date, APUE is up 12.50% versus a gain of 13.75% for VYM.

Over three years, APUE compounded at +20.37% per year against +18.22% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

APUE has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 11.0% 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 -19.1% for APUE 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

APUE charges 0.31% per year while VYM charges 0.04%. On a $10,000 position that is $31 vs $4 annually, a gap of $27 per year that compounds over a long holding period. On income, APUE currently yields 0.75% against 2.22% for VYM.

Holdings Overlap

APUE already in VYM31.1%
VYM already in APUE85.4%

31.1% of APUE's money is in holdings VYM also owns. 85.4% of VYM's money is in holdings APUE also owns.

Most of VYM is already inside APUE. Owning both mostly buys the same companies twice.

205 positions in common, counted across the 450 positions we hold weights for in APUE and 603 in VYM, against full books of 451 and 613.

What only one of them owns

Our book lists 361 positions for VYM that do not appear in our book for APUE (11.5% of the fund), and 235 for APUE that do not appear in VYM (68.0%).

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 APUEWeight in VYMDifference
AVGOBroadcom Inc2.74%7.29%4.55%
JPMJpmorgan Chase1.31%3.38%2.07%
JNJJohnson & Johnson - Common0.90%2.54%1.64%
XOMExxon Mobil Corp.0.91%2.36%1.45%
CSCOCisco Systems Inc. - Ordinary Shares0.62%1.93%1.31%
CATCaterpillar, Inc.0.53%2.01%1.48%
ABBVAbbvie Inc.0.57%1.85%1.28%
BACBank of America Corp.: Financials0.55%1.56%1.01%
UNHUnitedhealth Group Incorporated0.50%1.56%1.06%
HDHome Depot Inc/The0.47%1.46%0.99%

85.4% of VYM is already inside APUE.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

APUEVYM

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Frequently Asked Questions

Which is cheaper, APUE or VYM?

APUE has an expense ratio of 0.31% while VYM charges 0.04%. VYM is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, APUE or VYM?

Over the past year APUE returned +19.14% vs +19.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, APUE or VYM?

APUE has been the more volatile fund at 12.9% annualized versus 11.0% for VYM. Worst drawdown: APUE -19.1% vs VYM -14.5%.

Should I hold both APUE and VYM?

APUE and VYM have a monthly-return correlation of 0.83, 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 APUE and VYM?

85.4% of VYM's money is in holdings APUE also owns. 85.4% of VYM's is in holdings APUE also owns. They hold 205 positions in common, counted across the 450 positions we hold weights for in APUE and 603 in VYM.

Which pays a higher dividend, APUE or VYM?

APUE yields 0.75% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than APUE?

VYM has a lower expense ratio. APUE led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.