AUSF vs VYM

AUSF vs VYM

Which is better, AUSF or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. AUSF led over 3Y, 5Y and the full window, VYM over 1Y. The two have moved almost in lockstep, correlation 0.93. AUSF is less concentrated, with 16.6% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: AUSF

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

MetricAUSFVYM
Expense Ratio0.27%0.04%Best
AUM$919M$81.6B
Dividend Yield2.66%2.22%
Holdings195613
YTD Return+11.24%+13.15%Best
1Y Return+13.96%+17.82%Best
3Y Return (annualized)+18.81%Best+17.99%
5Y Return (annualized)+14.03%Best+12.16%
Volatility (annualized)17.3%15.4%Best
Max Drawdown-44.3%-35.7%Best
$10,000 over 5 years$19,279Best$17,750
Top 10 Weight16.6%Best25.9%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionAug 24, 2018Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Aug 28, 2018 to Sep 10, 2026 (8 years).

AUSF 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 8 years both funds cover.

AUSF vs VYM Performance

Global X Adaptive US Factor ETF (AUSF) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AUSF returned +13.96% while VYM returned +17.82%. Year to date, AUSF is up 11.24% versus a gain of 13.15% for VYM.

Over three years, AUSF compounded at +18.81% per year against +17.99% for VYM; over five years the annualized figures are +14.03% and +12.16% respectively. Across the full 8-year window we track, AUSF has the edge at +11.16% annualized vs +10.07%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AUSF has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 15.4% 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 -44.3% for AUSF and -35.7% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AUSF charges 0.27% per year while VYM charges 0.04%. On a $10,000 position that is $27 vs $4 annually, a gap of $23 per year that compounds over a long holding period. On income, AUSF currently yields 2.66% against 2.22% for VYM.

Holdings Overlap

AUSF already in VYM67.3%
VYM already in AUSF32.4%

67.3% of AUSF's money is in holdings VYM also owns. 32.4% of VYM's money is in holdings AUSF also owns.

The two portfolios partly overlap.

123 positions in common, counted across the 192 positions we hold weights for in AUSF and 603 in VYM, against full books of 195 and 613.

What only one of them owns

Our book lists 446 positions for VYM that do not appear in our book for AUSF (65.1% of the fund), and 65 for AUSF that do not appear in VYM (30.0%).

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 AUSFWeight in VYMDifference
JNJJohnson & Johnson1.64%2.54%0.90%
CSCOCisco Systems Inc. - Ordinary Shares1.96%1.93%0.03%
VZVerizon Communications, Inc.1.96%0.74%1.22%
KOCoca Cola Co.1.28%1.31%0.03%
XOMExxon Mobil Corp.0.19%2.36%2.17%
LINLinde Plc Ordinary Shares1.41%0.99%0.42%
TAt&t, Inc.1.73%0.58%1.15%
MOAltria Group Inc.1.37%0.50%0.87%
LMTLockheed Martin Corp1.44%0.43%1.01%
MRKMerck & Co. Inc.0.54%1.32%0.78%

67.3% of AUSF is already inside VYM.

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

AUSFVYM

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Frequently Asked Questions

Which is cheaper, AUSF or VYM?

AUSF has an expense ratio of 0.27% while VYM charges 0.04%. VYM is the cheaper option, by $23 a year on a $10,000 investment.

Which performed better, AUSF or VYM?

Over the past year AUSF returned +13.96% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), AUSF annualized +11.16% vs +10.07% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AUSF or VYM?

AUSF has been the more volatile fund at 17.3% annualized versus 15.4% for VYM. Worst drawdown: AUSF -44.3% vs VYM -35.7%.

Should I hold both AUSF and VYM?

AUSF and VYM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between AUSF and VYM?

67.3% of AUSF's money is in holdings VYM also owns. 32.4% of VYM's is in holdings AUSF also owns. They hold 123 positions in common, counted across the 192 positions we hold weights for in AUSF and 603 in VYM.

Which pays a higher dividend, AUSF or VYM?

AUSF yields 2.66% while VYM yields 2.22%, so AUSF currently pays the higher dividend yield.

Is VYM better than AUSF?

VYM has a lower expense ratio. AUSF led over 3Y, 5Y and the full window, VYM over 1Y. The two have moved almost in lockstep, correlation 0.93. AUSF is less concentrated, with 16.6% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.