CHRI vs VYM

CHRI vs VYM

Which is better, CHRI or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 38.0%.

Lower Fees: VYMHigher Returns (1Y): VYMLess Concentrated: VYM

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

MetricCHRIVYM
Expense Ratio0.29%0.04%Best
AUM$8M$81.6B
Dividend Yield0.38%2.22%
Holdings468613
YTD Return+11.65%+13.91%Best
1Y Return+14.82%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)13.5%9.5%Best
Top 10 Weight38.0%25.9%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 23, 2025Nov 10, 2006

Not shown on this pair: Max Drawdown, $10,000 over the window.

CHRI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CHRI vs VYM Performance

Global X S&P 500 Christian Values ETF (CHRI) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CHRI returned +14.82% while VYM returned +17.57%. Year to date, CHRI is up 11.65% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CHRI has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 9.5% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CHRI charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, CHRI currently yields 0.38% against 2.22% for VYM.

Holdings Overlap

CHRI already in VYM32.3%
VYM already in CHRI76.0%

32.3% of CHRI's money is in holdings VYM also owns. 76.0% of VYM's money is in holdings CHRI also owns.

Most of VYM is already inside CHRI. Owning both mostly buys the same companies twice.

218 positions in common, counted across the 457 positions we hold weights for in CHRI and 603 in VYM, against full books of 468 and 613.

What only one of them owns

Our book lists 351 positions for VYM that do not appear in our book for CHRI (21.7% of the fund), and 230 for CHRI that do not appear in VYM (66.5%).

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

StockWeight in CHRIWeight in VYMDifference
AVGOBroadcom Inc2.96%7.29%4.33%
JPMJpmorgan Chase & Co.1.50%3.38%1.88%
XOMExxon Mobil Corp.0.96%2.36%1.40%
ABBVAbbvie Inc.1.27%1.85%0.58%
CATCaterpillar, Inc.0.68%2.01%1.33%
CSCOCisco Systems Inc. - Ordinary Shares0.72%1.93%1.21%
BACBank Of America Corp.0.64%1.56%0.92%
PGProcter & Gamble Company0.61%1.42%0.81%
HDHome Depot Inc/The0.53%1.46%0.93%
KOCoca Cola Co.0.60%1.31%0.71%

76.0% of VYM is already inside CHRI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CHRIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CHRI or VYM?

CHRI has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, CHRI or VYM?

Over the past year CHRI returned +14.82% vs +17.57% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CHRI or VYM?

CHRI has been the more volatile fund at 13.5% annualized versus 9.5% for VYM.

Should I hold both CHRI and VYM?

CHRI and VYM have a monthly-return correlation of 0.66, 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 CHRI and VYM?

76.0% of VYM's money is in holdings CHRI also owns. 76.0% of VYM's is in holdings CHRI also owns. They hold 218 positions in common, counted across the 457 positions we hold weights for in CHRI and 603 in VYM.

Which pays a higher dividend, CHRI or VYM?

CHRI yields 0.38% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CHRI?

VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.