EMEQ vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: EMEQMore Diversified: VYM

Side-by-Side Comparison

MetricEMEQVYMWinner
Expense Ratio0.86%0.04%
AUM$581M$79.0B
Dividend Yield1.55%2.86%
Holdings60568
YTD Return+47.16%+16.10%
1Y Return+106.60%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)34.3%14.6%
Max Drawdown-26.3%-58.8%
Fund FamilyMacquarie FundsVanguard (US)
CategoryEquityEquity
InceptionSep 4, 2024Nov 10, 2006

EMEQ vs VYM Performance

Nomura Focused Emerging Markets Equity ETF (EMEQ) is a ETF from Macquarie Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EMEQ returned +106.60% while VYM returned +25.99%. Year to date, EMEQ is up 47.16% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

EMEQ has been the more volatile fund, with annualized monthly volatility of 34.3% 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 -26.3% for EMEQ 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EMEQ charges 0.86% per year while VYM charges 0.04%. On a $10,000 position that is $86 vs $4 annually, a gap of $82 per year that compounds over a long holding period. On income, EMEQ currently yields 1.55% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

EMEQ and VYM share 1 holdings out of 609 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EMEQWeight in VYMDifference
BAP:BM1.08%0.10%0.98%

Frequently Asked Questions

Which is cheaper, EMEQ or VYM?

EMEQ has an expense ratio of 0.86% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, EMEQ or VYM?

Over the past year EMEQ returned +106.60% vs +25.99% for VYM, so EMEQ leads on 1-year performance. Over the longest common window we track (2 years), EMEQ annualized +63.43% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, EMEQ or VYM?

EMEQ has been the more volatile fund at 34.3% annualized versus 14.6% for VYM. Worst drawdown: EMEQ -26.3% vs VYM -58.8%.

Should I hold both EMEQ and VYM?

EMEQ and VYM have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EMEQ and VYM?

EMEQ and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 609 unique securities.

Which pays a higher dividend, EMEQ or VYM?

EMEQ yields 1.55% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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