CSHI vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCSHIVYMWinner
Expense Ratio0.39%0.04%
AUM$1.5B$79.0B
Dividend Yield4.87%2.86%
Holdings22568
YTD Return+2.68%+16.53%
1Y Return+4.62%+25.03%
3Y Return (annualized)+5.22%+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)0.6%14.6%
Max Drawdown-1.7%-58.8%
Fund FamilyNEOSVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 30, 2022Nov 10, 2006

CSHI vs VYM Performance

NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) is a ETF from NEOS and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CSHI returned +4.62% while VYM returned +25.03%. Year to date, CSHI is up 2.68% versus a gain of 16.53% for VYM.

Over three years, CSHI compounded at +5.22% per year against +18.54% for VYM. Across the full 4-year window we track, VYM has the edge at +7.10% annualized vs +5.33%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 0.6% for CSHI. 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 -1.7% for CSHI 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CSHI charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, CSHI currently yields 4.87% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

CSHI and VYM share 0 holdings out of 565 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, CSHI or VYM?

CSHI has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, CSHI or VYM?

Over the past year CSHI returned +4.62% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), CSHI annualized +5.33% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, CSHI or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.6% for CSHI. Worst drawdown: CSHI -1.7% vs VYM -58.8%.

Should I hold both CSHI and VYM?

CSHI and VYM have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CSHI and VYM?

CSHI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 565 unique securities.

Which pays a higher dividend, CSHI or VYM?

CSHI yields 4.87% while VYM yields 2.86%, so CSHI currently pays the higher dividend yield.

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