AZNH vs VYM
AstraZeneca PLC ADRhedged 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 616 holdings.
Side-by-Side Comparison
| Metric | AZNH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.04% | |
| AUM | $1M | $81.6B | |
| Dividend Yield | 1.07% | 2.24% | |
| Holdings | 2 | 616 | |
| YTD Return | -1.50% | +15.34% | |
| 1Y Return | +18.04% | +23.24% | |
| 3Y Return (annualized) | - | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 21.7% | 14.6% | |
| Max Drawdown | -17.4% | -58.8% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | Nov 10, 2006 |
AZNH vs VYM Performance
AstraZeneca PLC ADRhedged (AZNH) is a ETF from ADRH and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AZNH returned +18.04% while VYM returned +23.24%. Year to date, AZNH is down 1.50% versus a gain of 15.34% for VYM.
Risk: Volatility and Drawdowns
AZNH has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -17.4% for AZNH 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AZNH charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, AZNH currently yields 1.07% against 2.24% for VYM.
Holdings Overlap
AZNH and VYM share 0 holdings out of 604 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, AZNH or VYM?
AZNH has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, AZNH or VYM?
Over the past year AZNH returned +18.04% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), AZNH annualized +11.55% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, AZNH or VYM?
AZNH has been the more volatile fund at 21.7% annualized versus 14.6% for VYM. Worst drawdown: AZNH -17.4% vs VYM -58.8%.
Should I hold both AZNH and VYM?
AZNH and VYM have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AZNH and VYM?
AZNH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, AZNH or VYM?
AZNH yields 1.07% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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