EART vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: EARTMore Diversified: VYM

Side-by-Side Comparison

MetricEARTVYMWinner
Expense Ratio0.59%0.04%
AUM$38M$79.0B
Dividend Yield0.65%2.86%
Holdings54568
YTD Return+7.03%+16.16%
1Y Return+57.79%+26.05%
3Y Return (annualized)+21.82%+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)32.6%14.6%
Max Drawdown-53.7%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionJan 24, 2022Nov 10, 2006

EART vs VYM Performance

Global X Rare Earth & Critical Materials ETF (EART) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EART returned +57.79% while VYM returned +26.05%. Year to date, EART is up 7.03% versus a gain of 16.16% for VYM.

Over three years, EART compounded at +21.82% per year against +18.43% for VYM. Across the full 5-year window we track, EART has the edge at +7.12% annualized vs +7.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EART has been the more volatile fund, with annualized monthly volatility of 32.6% 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 -53.7% for EART 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EART charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, EART currently yields 0.65% against 2.86% for VYM.

Holdings Overlap

0.2%overlap

EART and VYM share 2 holdings out of 605 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EARTWeight in VYMDifference
ALB6.63%0.09%6.54%
SCCO4.68%0.08%4.60%

Frequently Asked Questions

Which is cheaper, EART or VYM?

EART has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, EART or VYM?

Over the past year EART returned +57.79% vs +26.05% for VYM, so EART leads on 1-year performance. Over the longest common window we track (5 years), EART annualized +7.12% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, EART or VYM?

EART has been the more volatile fund at 32.6% annualized versus 14.6% for VYM. Worst drawdown: EART -53.7% vs VYM -58.8%.

Should I hold both EART and VYM?

EART and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EART and VYM?

EART and VYM share 2 common holdings with a 0.2% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, EART or VYM?

EART yields 0.65% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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