CWVX 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

MetricCWVXVYMWinner
Expense Ratio1.30%0.04%
AUM$64M$79.0B
Dividend Yield0.00%2.86%
Holdings8568
YTD Return-34.59%+16.10%
1Y Return-86.46%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)173.3%14.6%
Max Drawdown-94.0%-58.8%
Fund FamilyTradr ETFsVanguard (US)
CategoryAlternativeEquity
InceptionJul 10, 2025Nov 10, 2006

CWVX vs VYM Performance

Tradr 2X Long CRWV Daily ETF (CWVX) is a ETF from Tradr ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CWVX returned -86.46% while VYM returned +25.99%. Year to date, CWVX is down 34.59% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

CWVX has been the more volatile fund, with annualized monthly volatility of 173.3% compared with 14.6% 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 -94.0% for CWVX 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CWVX charges 1.30% per year while VYM charges 0.04%. On a $10,000 position that is $130 vs $4 annually, a gap of $126 per year that compounds over a long holding period. On income, CWVX currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

CWVX and VYM share 0 holdings out of 559 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, CWVX or VYM?

CWVX has an expense ratio of 1.30% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $126 per year of difference.

Which performed better, CWVX or VYM?

Over the past year CWVX returned -86.46% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CWVX annualized -80.65% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, CWVX or VYM?

CWVX has been the more volatile fund at 173.3% annualized versus 14.6% for VYM. Worst drawdown: CWVX -94.0% vs VYM -58.8%.

Should I hold both CWVX and VYM?

CWVX and VYM have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CWVX and VYM?

CWVX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, CWVX or VYM?

CWVX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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