AZTD vs VYM
Aztlan Global Stock Selection DM SMID ETF 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 | AZTD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $40M | $81.6B | |
| Dividend Yield | 0.93% | 2.24% | |
| Holdings | 55 | 616 | |
| YTD Return | +12.65% | +14.66% | |
| 1Y Return | +16.24% | +22.16% | |
| 3Y Return (annualized) | +17.34% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 16.7% | 14.6% | |
| Max Drawdown | -16.8% | -58.8% | |
| Fund Family | Aztlan Equity Management, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 17, 2022 | Nov 10, 2006 |
AZTD vs VYM Performance
Aztlan Global Stock Selection DM SMID ETF (AZTD) is a ETF from Aztlan Equity Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AZTD returned +16.24% while VYM returned +22.16%. Year to date, AZTD is up 12.65% versus a gain of 14.66% for VYM.
Over three years, AZTD compounded at +17.34% per year against +18.72% for VYM. Across the full 4-year window we track, AZTD has the edge at +13.41% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AZTD has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -16.8% for AZTD 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AZTD charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, AZTD currently yields 0.93% against 2.24% for VYM.
Holdings Overlap
AZTD and VYM share 1 holdings out of 653 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AZTD | Weight in VYM | Difference |
|---|---|---|---|
| VIRT | 2.36% | 0.02% | 2.34% |
Frequently Asked Questions
Which is cheaper, AZTD or VYM?
AZTD has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, AZTD or VYM?
Over the past year AZTD returned +16.24% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +13.41% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, AZTD or VYM?
AZTD has been the more volatile fund at 16.7% annualized versus 14.6% for VYM. Worst drawdown: AZTD -16.8% vs VYM -58.8%.
Should I hold both AZTD and VYM?
AZTD and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AZTD and VYM?
AZTD and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 653 unique securities.
Which pays a higher dividend, AZTD or VYM?
AZTD yields 0.93% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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