CUSD 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

MetricCUSDVYMWinner
Expense Ratio0.81%0.04%
AUM$11M$79.0B
Dividend Yield13.50%2.86%
Holdings39568
YTD Return+3.33%+15.80%
1Y Return+3.82%+26.12%
3Y Return (annualized)+6.84%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)3.0%14.6%
Max Drawdown-5.4%-58.8%
Fund FamilyCrossingBridgeVanguard (US)
CategoryEquityEquity
InceptionSep 20, 2021Nov 10, 2006

CUSD vs VYM Performance

CrossingBridge Ultra-Short Duration ETF (CUSD) is a ETF from CrossingBridge and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CUSD returned +3.82% while VYM returned +26.12%. Year to date, CUSD is up 3.33% versus a gain of 15.80% for VYM.

Over three years, CUSD compounded at +6.84% per year against +18.25% for VYM. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs +5.93%. 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 3.0% for CUSD. 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 -5.4% for CUSD 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 -0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CUSD charges 0.81% per year while VYM charges 0.04%. On a $10,000 position that is $81 vs $4 annually, a gap of $77 per year that compounds over a long holding period. On income, CUSD currently yields 13.50% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

CUSD and VYM share 0 holdings out of 593 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, CUSD or VYM?

CUSD has an expense ratio of 0.81% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, CUSD or VYM?

Over the past year CUSD returned +3.82% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), CUSD annualized +5.93% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, CUSD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.0% for CUSD. Worst drawdown: CUSD -5.4% vs VYM -58.8%.

Should I hold both CUSD and VYM?

CUSD and VYM have a monthly-return correlation of -0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CUSD and VYM?

CUSD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.

Which pays a higher dividend, CUSD or VYM?

CUSD yields 13.50% while VYM yields 2.86%, so CUSD currently pays the higher dividend yield.

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