EHLS vs VYM
Even Herd Long Short ETF vs Vanguard High Dividend Yield ETF
Which is better, EHLS or VYM?
Long-Short Strategy against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EHLS | VYM |
|---|---|---|
| Expense Ratio | 3.35% | 0.04%Best |
| AUM | $58M | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 235 | 613 |
| YTD Return | +8.13% | +11.35%Best |
| 1Y Return | +11.26% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 14.5% | 10.1%Best |
| Max Drawdown | -19.0% | -14.5%Best |
| $10,000 over 2.5 years | $13,213 | $14,170Best |
| Fund Family | EVENHERD | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Long-Short Strategy | Large Cap Value |
| Inception | Apr 1, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 2, 2024 to Sep 18, 2026 (2.5 years).
EHLS vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
EHLS vs VYM Performance
Even Herd Long Short ETF (EHLS) is an ETF from EVENHERD and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EHLS returned +11.26% while VYM returned +15.34%. Year to date, EHLS is up 8.13% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EHLS has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 10.1% 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 -19.0% for EHLS and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EHLS charges 3.35% per year while VYM charges 0.04%. On a $10,000 position that is $335 vs $4 annually, a gap of $331 per year that compounds over a long holding period. On income, EHLS currently yields 0.00% against 2.22% for VYM.
Holdings Overlap
At least 12.0% of VYM's money is in holdings EHLS also owns.
Only one direction is shown: for EHLS, our book for it lists positions totalling 120.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
VYM and EHLS share little of their money.
38 positions in common, counted across the 230 positions we hold weights for in EHLS and 557 in VYM, against full books of 235 and 613.
Top Shared Holdings
| Stock | Weight in EHLS | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 0.46% | 7.35% | 6.89% |
| CATCaterpillar, Inc. | 0.40% | 1.50% | 1.10% |
| TIGO:LUMillicom International Cellular Sa Common Stock | 1.85% | 0.04% | 1.81% |
| CCitigroup Inc. | 0.46% | 0.89% | 0.43% |
| VLOValero Energy | 0.79% | 0.38% | 0.41% |
| MCYMercury General Corp | 1.06% | 0.01% | 1.05% |
| TRGPTarga Resources Corp Preferred | 0.72% | 0.23% | 0.49% |
| YOUClear Secure Inc -Class A | 0.85% | 0.02% | 0.83% |
| STTState Street Corp. | 0.63% | 0.20% | 0.43% |
| SGHCSuper Group Sghc Ltd | 0.65% | 0.01% | 0.64% |
You are not choosing between two funds in isolation.
Whichever of EHLS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EHLS or VYM?
EHLS has an expense ratio of 3.35% while VYM charges 0.04%. VYM is the cheaper option, by $331 a year on a $10,000 investment.
Which performed better, EHLS or VYM?
Over the past year EHLS returned +11.26% vs +15.34% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EHLS or VYM?
EHLS has been the more volatile fund at 14.5% annualized versus 10.1% for VYM. Worst drawdown: EHLS -19.0% vs VYM -14.5%.
Should I hold both EHLS and VYM?
EHLS and VYM have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EHLS and VYM?
At least 12.0% of VYM's money is in holdings EHLS also owns. Our book for EHLS is partial, so the real figure is this or higher. They hold 38 positions in common, counted across the 230 positions we hold weights for in EHLS and 557 in VYM.
Which pays a higher dividend, EHLS or VYM?
EHLS yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EHLS?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.