EATZ vs VYM
AdvisorShares Restaurant ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | EATZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.04% | |
| AUM | $2M | $81.6B | |
| Dividend Yield | 0.48% | 2.24% | |
| Holdings | 22 | 616 | |
| YTD Return | +2.91% | +15.34% | |
| 1Y Return | +3.47% | +23.24% | |
| 3Y Return (annualized) | +10.55% | +19.22% | |
| 5Y Return (annualized) | +1.77% | +12.21% | |
| Volatility (annualized) | 21.3% | 14.6% | |
| Max Drawdown | -34.4% | -58.8% | |
| Fund Family | Advisor Shares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 20, 2021 | Nov 10, 2006 |
EATZ vs VYM Performance
AdvisorShares Restaurant ETF (EATZ) is a ETF from Advisor Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EATZ returned +3.47% while VYM returned +23.24%. Year to date, EATZ is up 2.91% versus a gain of 15.34% for VYM.
Over three years, EATZ compounded at +10.55% per year against +19.22% for VYM; over five years the annualized figures are +1.77% and +12.21% respectively. Across the full 5-year window we track, VYM has the edge at +7.04% annualized vs +2.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EATZ has been the more volatile fund, with annualized monthly volatility of 21.3% 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 -34.4% for EATZ 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EATZ charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, EATZ currently yields 0.48% against 2.24% for VYM.
Holdings Overlap
EATZ and VYM share 5 holdings out of 620 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EATZ or VYM?
EATZ has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, EATZ or VYM?
Over the past year EATZ returned +3.47% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), EATZ annualized +2.54% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, EATZ or VYM?
EATZ has been the more volatile fund at 21.3% annualized versus 14.6% for VYM. Worst drawdown: EATZ -34.4% vs VYM -58.8%.
Should I hold both EATZ and VYM?
EATZ and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EATZ and VYM?
EATZ and VYM share 5 common holdings with a 0.4% weight overlap. Combined, they hold 620 unique securities.
Which pays a higher dividend, EATZ or VYM?
EATZ yields 0.48% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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