AVRY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricAVRYVYMWinner
Expense Ratio0.89%0.04%
AUM$68M$81.6B
Dividend Yield0.00%2.24%
Holdings28616
YTD Return+0.46%+16.42%
1Y Return-+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-21.6%-58.8%
Fund FamilyAvory & Company., LLCVanguard (US)
CategoryEquityEquity
InceptionJan 21, 2026Nov 10, 2006

AVRY vs VYM Performance

Avory Foundational ETF (AVRY) is a ETF from Avory & Company., LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, AVRY is up 0.46% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -21.6% for AVRY and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AVRY charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, AVRY currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

3.5%overlap

AVRY and VYM share 5 holdings out of 625 unique holdings combined, representing a 3.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVRYWeight in VYMDifference
YOU6.10%0.02%6.08%
BX4.89%0.36%4.53%
CSCO2.69%1.93%0.76%
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Frequently Asked Questions

Which is cheaper, AVRY or VYM?

AVRY has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

What is the holdings overlap between AVRY and VYM?

AVRY and VYM share 5 common holdings with a 3.5% weight overlap. Combined, they hold 625 unique securities.

Which pays a higher dividend, AVRY or VYM?

AVRY yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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