ETQ 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

MetricETQVYMWinner
Expense Ratio0.95%0.04%
AUM$2M$79.0B
Dividend Yield0.20%2.86%
Holdings3568
YTD Return+17.45%+16.53%
1Y Return-88.81%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)143.8%14.6%
Max Drawdown-95.9%-58.8%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 22, 2024Nov 10, 2006

ETQ vs VYM Performance

T-REX 2X INVERSE ETHER DAILY TARGET ETF (ETQ) is a ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ETQ returned -88.81% while VYM returned +25.03%. Year to date, ETQ is up 17.45% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

ETQ has been the more volatile fund, with annualized monthly volatility of 143.8% 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 -95.9% for ETQ 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETQ charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, ETQ currently yields 0.20% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, ETQ or VYM?

ETQ has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, ETQ or VYM?

Over the past year ETQ returned -88.81% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), ETQ annualized -81.77% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, ETQ or VYM?

ETQ has been the more volatile fund at 143.8% annualized versus 14.6% for VYM. Worst drawdown: ETQ -95.9% vs VYM -58.8%.

Should I hold both ETQ and VYM?

ETQ and VYM have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETQ or VYM?

ETQ yields 0.20% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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