CVGD vs VYM
CresAlta Global Dividend ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CVGD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $141M | $81.6B | |
| Dividend Yield | 0.26% | 2.24% | |
| Holdings | 47 | 616 | |
| YTD Return | +7.26% | +15.60% | |
| 1Y Return | - | +23.48% | |
| 3Y Return (annualized) | - | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -2.5% | -58.8% | |
| Fund Family | CresAlta Investment Management, Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 18, 2026 | Nov 10, 2006 |
CVGD vs VYM Performance
CresAlta Global Dividend ETF (CVGD) is a ETF from CresAlta Investment Management, Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, CVGD is up 7.26% versus a gain of 15.60% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.5% for CVGD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CVGD charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, CVGD currently yields 0.26% against 2.24% for VYM.
Holdings Overlap
CVGD and VYM share 15 holdings out of 632 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CVGD or VYM?
CVGD has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between CVGD and VYM?
CVGD and VYM share 15 common holdings with a 4.6% weight overlap. Combined, they hold 632 unique securities.
Which pays a higher dividend, CVGD or VYM?
CVGD yields 0.26% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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