AZTD vs VYM
Aztlan Global Stock Selection DM SMID ETF vs Vanguard High Dividend Yield ETF
Which is better, AZTD or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. AZTD is less concentrated, with 24.3% of the fund in its ten largest positions against 26.1%.
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
| Metric | AZTD | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $37M | $83.1B |
| Dividend Yield | 0.92% | 2.22% |
| Holdings | 55 | 608 |
| YTD Return | +7.65% | +10.00%Best |
| 1Y Return | +9.84% | +13.75%Best |
| 3Y Return (annualized) | +18.61% | +18.81%Best |
| 5Y Return (annualized) | - | +11.63% |
| Volatility (annualized) | 16.7% | 13.5%Best |
| Max Drawdown | -16.8% | -14.5%Best |
| $10,000 over 4.1 years | $15,775 | $15,967Best |
| Top 10 Weight | 24.3%Best | 26.1% |
| Fund Family | Aztlan Equity Management, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Aug 17, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 18, 2022 to Oct 2, 2026 (4.1 years).
AZTD 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 4.1 years both funds cover.
AZTD vs VYM Performance
Aztlan Global Stock Selection DM SMID ETF (AZTD) is an ETF from Aztlan Equity Management, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AZTD returned +9.84% while VYM returned +13.75%. Year to date, AZTD is up 7.65% versus a gain of 10.00% for VYM.
Over three years, AZTD compounded at +18.61% per year against +18.81% for VYM. Across the full 4-year window we track, VYM has the edge at +12.09% annualized vs +11.76%.
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 13.5% 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 -14.5% 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 0.80. 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 0.92% against 2.22% for VYM.
Holdings Overlap
2.1% of AZTD's money is in holdings VYM also owns.
AZTD and VYM share little of their money.
1 positions in common, counted across the 51 positions we hold weights for in AZTD and 557 in VYM, against full books of 55 and 608.
What only one of them owns
Our book lists 527 positions for VYM that do not appear in our book for AZTD (97.0% of the fund), and 27 for AZTD that do not appear in VYM (51.3%).
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
| Stock | Weight in AZTD | Weight in VYM | Difference |
|---|---|---|---|
| VIRTVirtu Financial Inc Class A | 2.10% | 0.02% | 2.08% |
You are not choosing between two funds in isolation.
Whichever of AZTD and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $71 a year on a $10,000 investment.
Which performed better, AZTD or VYM?
Over the past year AZTD returned +9.84% vs +13.75% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), AZTD annualized +11.76% vs +12.09% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AZTD or VYM?
AZTD has been the more volatile fund at 16.7% annualized versus 13.5% for VYM. Worst drawdown: AZTD -16.8% vs VYM -14.5%.
Should I hold both AZTD and VYM?
AZTD and VYM have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AZTD and VYM?
2.1% of AZTD's money is in holdings VYM also owns. 0.0% of VYM's is in holdings AZTD also owns. They hold 1 positions in common, counted across the 51 positions we hold weights for in AZTD and 557 in VYM.
Which pays a higher dividend, AZTD or VYM?
AZTD yields 0.92% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than AZTD?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. AZTD is less concentrated, with 24.3% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.