CRTC vs VYM

CRTC vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCRTCVYMWinner
Expense Ratio0.35%0.04%
AUM$147M$81.6B
Dividend Yield0.90%2.24%
Holdings220616
YTD Return+10.97%+14.66%
1Y Return+17.89%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)12.0%14.6%
Max Drawdown-19.1%-58.8%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionNov 16, 2023Nov 10, 2006

CRTC vs VYM Performance

Xtrackers US National Critical Technologies ETF (CRTC) is a ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CRTC returned +17.89% while VYM returned +22.16%. Year to date, CRTC is up 10.97% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.0% for CRTC. 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 -19.1% for CRTC 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CRTC 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, CRTC currently yields 0.90% against 2.24% for VYM.

Holdings Overlap

25.9%overlap

CRTC and VYM share 57 holdings out of 763 unique holdings combined, representing a 25.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CRTCWeight in VYMDifference
XOM3.16%2.36%0.80%
CSCO2.17%1.93%0.24%
ABBV2.22%1.85%0.37%
CVXProProPro
IBMProProPro
ORCLProProPro
AMGNProProPro
ADIProProPro
VZProProPro
NEEProProPro
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Frequently Asked Questions

Which is cheaper, CRTC or VYM?

CRTC has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, CRTC or VYM?

Over the past year CRTC returned +17.89% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), CRTC annualized +20.35% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, CRTC or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 12.0% for CRTC. Worst drawdown: CRTC -19.1% vs VYM -58.8%.

Should I hold both CRTC and VYM?

CRTC and VYM have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CRTC and VYM?

CRTC and VYM share 57 common holdings with a 25.9% weight overlap. Combined, they hold 763 unique securities.

Which pays a higher dividend, CRTC or VYM?

CRTC yields 0.90% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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