AQEC vs VYM

AQEC vs VYM

Which is better, AQEC or VYM?

Large Cap Growth 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 35.9%.

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

MetricAQECVYM
Expense Ratio0.49%0.04%Best
AUM$612M$81.6B
Dividend Yield0.89%2.22%
Holdings67613
YTD Return+0.00%+9.59%Best
1Y Return-+13.66%
3Y Return (annualized)-+17.87%
5Y Return (annualized)-+11.51%
Top 10 Weight35.9%26.1%Best
Fund FamilyArlington Partners, LLCVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionNov 18, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AQEC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AQEC vs VYM Performance

AQE Core ETF (AQEC) is an ETF from Arlington Partners, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, AQEC is up 0.00% versus a gain of 9.59% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

AQEC 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, AQEC currently yields 0.89% against 2.22% for VYM.

Holdings Overlap

AQEC already in VYM34.4%
VYM already in AQEC61.4%

34.4% of AQEC's money is in holdings VYM also owns. 61.4% of VYM's money is in holdings AQEC also owns.

The two portfolios partly overlap.

73 positions in common, counted across the 143 positions we hold weights for in AQEC and 557 in VYM, against full books of 67 and 613.

What only one of them owns

Our book lists 455 positions for VYM that do not appear in our book for AQEC (35.6% of the fund), and 58 for AQEC that do not appear in VYM (59.3%).

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 AQECWeight in VYMDifference
AVGOBroadcom Inc2.32%7.35%5.03%
JPMJpmorgan Chase1.29%3.82%2.53%
JNJJohnson & Johnson - Common1.46%2.51%1.05%
XOMExxonmobil Holdings Corp Common Stock Usd0.94%2.63%1.69%
ABBVAbbvie Inc.0.67%1.80%1.13%
CSCOCisco Systems Inc. - Ordinary Shares0.60%1.86%1.26%
KOCoca Cola Co.1.00%1.38%0.38%
PGProcter & Gamble Company1.00%1.37%0.37%
HDHome Depot Inc/The0.96%1.34%0.38%
BACBank of America Corp.: Financials0.55%1.66%1.11%

61.4% of VYM is already inside AQEC.

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

AQECVYM

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Frequently Asked Questions

Which is cheaper, AQEC or VYM?

AQEC 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 AQEC and VYM?

61.4% of VYM's money is in holdings AQEC also owns. 61.4% of VYM's is in holdings AQEC also owns. They hold 73 positions in common, counted across the 143 positions we hold weights for in AQEC and 557 in VYM.

Which pays a higher dividend, AQEC or VYM?

AQEC yields 0.89% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than AQEC?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.