CMCI vs VYM

CMCI vs VYM
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Quick Verdict

VYM has a lower expense ratio. CMCI delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: CMCIMore Diversified: VYM

Side-by-Side Comparison

MetricCMCIVYMWinner
Expense Ratio0.67%0.04%
AUM$3M$81.6B
Dividend Yield8.12%2.24%
Holdings19613
YTD Return+31.03%+15.29%
1Y Return+22.97%+22.23%
3Y Return (annualized)+8.81%+18.81%
5Y Return (annualized)+9.57%+12.14%
Volatility (annualized)13705943.7%14.5%
Max Drawdown-100.0%-58.8%
Fund FamilyVanEckVanguard (US)
CategoryCommodityEquity
InceptionAug 21, 2023Nov 10, 2006

CMCI vs VYM Performance

VanEck CMCI Commodity Strategy ETF (CMCI) is a ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CMCI returned +22.97% while VYM returned +22.23%. Year to date, CMCI is up 31.03% versus a gain of 15.29% for VYM.

Over three years, CMCI compounded at +8.81% per year against +18.81% for VYM; over five years the annualized figures are +9.57% and +12.14% respectively. Across the full 15-year window we track, CMCI has the edge at +29.82% annualized vs +7.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CMCI has been the more volatile fund, with annualized monthly volatility of 13705943.7% compared with 14.5% 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 -100.0% for CMCI 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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CMCI charges 0.67% per year while VYM charges 0.04%. On a $10,000 position that is $67 vs $4 annually, a gap of $63 per year that compounds over a long holding period. On income, CMCI currently yields 8.12% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

CMCI and VYM share 0 holdings out of 606 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, CMCI or VYM?

CMCI has an expense ratio of 0.67% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $63 per year of difference.

Which performed better, CMCI or VYM?

Over the past year CMCI returned +22.97% vs +22.23% for VYM, so CMCI leads on 1-year performance. Over the longest common window we track (15 years), CMCI annualized +29.82% vs +7.02% for VYM. Past performance does not guarantee future results.

Which is riskier, CMCI or VYM?

CMCI has been the more volatile fund at 13705943.7% annualized versus 14.5% for VYM. Worst drawdown: CMCI -100.0% vs VYM -58.8%.

Should I hold both CMCI and VYM?

CMCI and VYM have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CMCI and VYM?

CMCI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, CMCI or VYM?

CMCI yields 8.12% while VYM yields 2.24%, so CMCI currently pays the higher dividend yield.

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