EUAD 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

MetricEUADVYMWinner
Expense Ratio0.50%0.04%
AUM$1.2B$79.0B
Dividend Yield0.40%2.86%
Holdings23568
YTD Return+8.62%+16.10%
1Y Return+15.99%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)24.7%14.6%
Max Drawdown-22.0%-58.8%
Fund FamilySelect FundsVanguard (US)
CategoryEquityEquity
InceptionOct 22, 2024Nov 10, 2006

EUAD vs VYM Performance

Select STOXX Europe Aerospace & Defense ETF (EUAD) is a ETF from Select Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EUAD returned +15.99% while VYM returned +25.99%. Year to date, EUAD is up 8.62% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

EUAD has been the more volatile fund, with annualized monthly volatility of 24.7% 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 -22.0% for EUAD 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EUAD charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, EUAD currently yields 0.40% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EUAD and VYM share 0 holdings out of 581 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EUAD or VYM?

EUAD has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, EUAD or VYM?

Over the past year EUAD returned +15.99% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EUAD annualized +42.18% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, EUAD or VYM?

EUAD has been the more volatile fund at 24.7% annualized versus 14.6% for VYM. Worst drawdown: EUAD -22.0% vs VYM -58.8%.

Should I hold both EUAD and VYM?

EUAD and VYM have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EUAD and VYM?

EUAD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 581 unique securities.

Which pays a higher dividend, EUAD or VYM?

EUAD yields 0.40% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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