AUGT 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

MetricAUGTVYMWinner
Expense Ratio0.74%0.04%
AUM$30M$79.0B
Dividend Yield0.00%2.86%
Holdings5568
YTD Return+10.12%+16.10%
1Y Return+16.28%+25.99%
3Y Return (annualized)+16.96%+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)8.5%14.6%
Max Drawdown-13.1%-58.8%
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
InceptionJul 31, 2023Nov 10, 2006

AUGT vs VYM Performance

AllianzIM US Equity Buffer10 Aug ETF (AUGT) is a ETF from AllianzIM and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AUGT returned +16.28% while VYM returned +25.99%. Year to date, AUGT is up 10.12% versus a gain of 16.10% for VYM.

Over three years, AUGT compounded at +16.96% per year against +18.29% for VYM. Across the full 3-year window we track, AUGT has the edge at +16.11% annualized vs +7.08%. 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 8.5% for AUGT. 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 -13.1% for AUGT 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AUGT charges 0.74% per year while VYM charges 0.04%. On a $10,000 position that is $74 vs $4 annually, a gap of $70 per year that compounds over a long holding period. On income, AUGT currently yields 0.00% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, AUGT or VYM?

AUGT has an expense ratio of 0.74% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, AUGT or VYM?

Over the past year AUGT returned +16.28% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), AUGT annualized +16.11% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, AUGT or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 8.5% for AUGT. Worst drawdown: AUGT -13.1% vs VYM -58.8%.

Should I hold both AUGT and VYM?

AUGT and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, AUGT or VYM?

AUGT yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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