CPTL vs VYM

CPTL vs VYM

Which is better, CPTL or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. CPTL led over 1Y, 3Y and the full window, VYM over 5Y. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.7%.

Lower Fees: VYMHigher Returns: splitLess 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

MetricCPTLVYM
Expense Ratio0.35%0.04%Best
AUM$116M$81.6B
Dividend Yield2.32%2.22%
Holdings158613
YTD Return+13.14%Best+11.47%
1Y Return+16.39%Best+15.94%
3Y Return (annualized)+19.57%Best+18.03%
5Y Return (annualized)+10.44%+12.35%Best
Volatility (annualized)15.7%14.2%Best
Max Drawdown-36.2%-35.7%Best
$10,000 over 5 years$16,430$17,901Best
Top 10 Weight37.7%26.1%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJul 11, 2016Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jul 12, 2016 to Sep 21, 2026 (10.2 years).

CPTL 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 10.2 years both funds cover.

CPTL vs VYM Performance

Global X Morningstar Capital Allocation Leaders ETF (CPTL) 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 CPTL returned +16.39% while VYM returned +15.94%. Year to date, CPTL is up 13.14% versus a gain of 11.47% for VYM.

Over three years, CPTL compounded at +19.57% per year against +18.03% for VYM; over five years the annualized figures are +10.44% and +12.35% respectively. Across the full 10-year window we track, CPTL has the edge at +12.90% annualized vs +9.68%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CPTL has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 14.2% 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 -36.2% for CPTL and -35.7% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CPTL charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, CPTL currently yields 2.32% against 2.22% for VYM.

Holdings Overlap

CPTL already in VYM36.1%
VYM already in CPTL43.9%

36.1% of CPTL's money is in holdings VYM also owns. 43.9% of VYM's money is in holdings CPTL also owns.

The two portfolios partly overlap.

66 positions in common, counted across the 154 positions we hold weights for in CPTL and 557 in VYM, against full books of 158 and 613.

What only one of them owns

Our book lists 463 positions for VYM that do not appear in our book for CPTL (53.5% of the fund), and 87 for CPTL that do not appear in VYM (63.7%).

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 CPTLWeight in VYMDifference
AVGOBroadcom Inc3.39%7.35%3.96%
JPMJpmorgan Chase3.35%3.82%0.47%
XOMExxon Mobil Corp.2.39%2.63%0.24%
CSCOCisco Systems Inc. - Ordinary Shares1.53%1.86%0.33%
CVXChevron Corp1.37%1.48%0.11%
CATCaterpillar, Inc.1.25%1.50%0.25%
KOCoca Cola Co.1.25%1.38%0.13%
PGProcter & Gamble Company1.23%1.37%0.14%
HDHome Depot Inc/The1.19%1.34%0.15%
PMPhilip Morris International Inc.1.07%1.21%0.14%

43.9% of VYM is already inside CPTL.

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

CPTLVYM

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Frequently Asked Questions

Which is cheaper, CPTL or VYM?

CPTL has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, CPTL or VYM?

Over the past year CPTL returned +16.39% vs +15.94% for VYM, so CPTL leads on 1-year performance. Over the longest common window we track (10 years), CPTL annualized +12.90% vs +9.68% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CPTL or VYM?

CPTL has been the more volatile fund at 15.7% annualized versus 14.2% for VYM. Worst drawdown: CPTL -36.2% vs VYM -35.7%.

Should I hold both CPTL and VYM?

CPTL and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between CPTL and VYM?

43.9% of VYM's money is in holdings CPTL also owns. 43.9% of VYM's is in holdings CPTL also owns. They hold 66 positions in common, counted across the 154 positions we hold weights for in CPTL and 557 in VYM.

Which pays a higher dividend, CPTL or VYM?

CPTL yields 2.32% while VYM yields 2.22%, so CPTL currently pays the higher dividend yield.

Is VYM better than CPTL?

VYM has a lower expense ratio. CPTL led over 1Y, 3Y and the full window, VYM over 5Y. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.