AWP vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAWPVYMWinner
Expense Ratio1.27%0.04%
AUM$378M$79.0B
Dividend Yield7.53%2.86%
Holdings54568
YTD Return+10.04%+16.78%
1Y Return+13.42%+24.43%
3Y Return (annualized)+12.35%+18.60%
5Y Return (annualized)+0.70%+12.30%
Volatility (annualized)26.6%14.6%
Max Drawdown-89.3%-58.8%
Fund FamilyAberdeenVanguard (US)
CategoryEquityEquity
InceptionApr 26, 2007Nov 10, 2006

AWP vs VYM Performance

Abrdn Global Premier Properties Fund (AWP) is a ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AWP returned +13.42% while VYM returned +24.43%. Year to date, AWP is up 10.04% versus a gain of 16.78% for VYM.

Over three years, AWP compounded at +12.35% per year against +18.60% for VYM; over five years the annualized figures are +0.70% and +12.30% respectively. Across the full 19-year window we track, VYM has the edge at +7.11% annualized vs -5.15%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AWP has been the more volatile fund, with annualized monthly volatility of 26.6% 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 -89.3% for AWP 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

AWP charges 1.27% per year while VYM charges 0.04%. On a $10,000 position that is $127 vs $4 annually, a gap of $123 per year that compounds over a long holding period. On income, AWP currently yields 7.53% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

AWP and VYM share 0 holdings out of 612 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AWP or VYM?

AWP has an expense ratio of 1.27% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $123 per year of difference.

Which performed better, AWP or VYM?

Over the past year AWP returned +13.42% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), AWP annualized -5.15% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, AWP or VYM?

AWP has been the more volatile fund at 26.6% annualized versus 14.6% for VYM. Worst drawdown: AWP -89.3% vs VYM -58.8%.

Should I hold both AWP and VYM?

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

What is the holdings overlap between AWP and VYM?

AWP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 612 unique securities.

Which pays a higher dividend, AWP or VYM?

AWP yields 7.53% while VYM yields 2.86%, so AWP currently pays the higher dividend yield.

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