CEF vs VYM

CEF vs VYM

Which is better, CEF or VYM?

Precious Metals against Large Cap Value.

VYM has a lower expense ratio. CEF led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: CEF

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

MetricCEFVYM
Expense Ratio0.46%0.04%Best
AUM$7.7B$81.6B
Dividend Yield0.00%2.22%
Holdings4613
YTD Return-4.20%+12.29%Best
1Y Return+29.62%Best+16.61%
3Y Return (annualized)+34.62%Best+17.42%
5Y Return (annualized)+20.95%Best+12.12%
Volatility (annualized)23.6%14.6%Best
Max Drawdown-62.3%-58.8%Best
$10,000 over 5 years$25,884Best$17,718
Fund FamilySprott Asset Management LPVanguard (US)
CategoryCommodityEquity
StylePrecious MetalsLarge Cap Value
InceptionJan 16, 2018Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 17, 2026 (19.8 years).

CEF 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 19.8 years both funds cover.

CEF vs VYM Performance

Sprott Physical Gold and Silver Trust (CEF) is an ETF from Sprott Asset Management LP and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CEF returned +29.62% while VYM returned +16.61%. Year to date, CEF is down 4.20% versus a gain of 12.29% for VYM.

Over three years, CEF compounded at +34.62% per year against +17.42% for VYM; over five years the annualized figures are +20.95% and +12.12% respectively. Across the full 20-year window we track, CEF has the edge at +8.37% annualized vs +6.87%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CEF has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -62.3% for CEF and -58.8% 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 0.13. They move largely independently of each other.

Fees and Cost Over Time

CEF charges 0.46% per year while VYM charges 0.04%. On a $10,000 position that is $46 vs $4 annually, a gap of $42 per year that compounds over a long holding period. On income, CEF currently yields 0.00% against 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of CEF and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CEFVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CEF or VYM?

CEF has an expense ratio of 0.46% while VYM charges 0.04%. VYM is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, CEF or VYM?

Over the past year CEF returned +29.62% vs +16.61% for VYM, so CEF leads on 1-year performance. Over the longest common window we track (20 years), CEF annualized +8.37% vs +6.87% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CEF or VYM?

CEF has been the more volatile fund at 23.6% annualized versus 14.6% for VYM. Worst drawdown: CEF -62.3% vs VYM -58.8%.

Should I hold both CEF and VYM?

CEF and VYM have a monthly-return correlation of 0.13, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CEF or VYM?

CEF yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CEF?

VYM has a lower expense ratio. CEF led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.