ATFV vs VYM
Alger 35 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 558 holdings.
Side-by-Side Comparison
| Metric | ATFV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.04% | |
| AUM | $213M | $79.0B | |
| Dividend Yield | 0.17% | 2.86% | |
| Holdings | 33 | 568 | |
| YTD Return | +12.81% | +16.10% | |
| 1Y Return | +23.80% | +25.99% | |
| 3Y Return (annualized) | +38.26% | +18.29% | |
| 5Y Return (annualized) | +13.13% | +12.35% | |
| Volatility (annualized) | 24.1% | 14.6% | |
| Max Drawdown | -45.3% | -58.8% | |
| Fund Family | Alger | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 4, 2021 | Nov 10, 2006 |
ATFV vs VYM Performance
Alger 35 ETF (ATFV) is a ETF from Alger and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ATFV returned +23.80% while VYM returned +25.99%. Year to date, ATFV is up 12.81% versus a gain of 16.10% for VYM.
Over three years, ATFV compounded at +38.26% per year against +18.29% for VYM; over five years the annualized figures are +13.13% and +12.35% respectively. Across the full 5-year window we track, ATFV has the edge at +14.39% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 24.1% compared with 14.6% 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 -45.3% for ATFV 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ATFV charges 0.56% per year while VYM charges 0.04%. On a $10,000 position that is $56 vs $4 annually, a gap of $52 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 2.86% for VYM.
Holdings Overlap
ATFV and VYM share 1 holdings out of 589 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ATFV | Weight in VYM | Difference |
|---|---|---|---|
| GS | 2.17% | 1.05% | 1.12% |
Frequently Asked Questions
Which is cheaper, ATFV or VYM?
ATFV has an expense ratio of 0.56% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, ATFV or VYM?
Over the past year ATFV returned +23.80% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), ATFV annualized +14.39% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, ATFV or VYM?
ATFV has been the more volatile fund at 24.1% annualized versus 14.6% for VYM. Worst drawdown: ATFV -45.3% vs VYM -58.8%.
Should I hold both ATFV and VYM?
ATFV and VYM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ATFV and VYM?
ATFV and VYM share 1 common holdings with a 1.1% weight overlap. Combined, they hold 589 unique securities.
Which pays a higher dividend, ATFV or VYM?
ATFV yields 0.17% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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