EUM vs VYM

EUM vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricEUMVYMWinner
Expense Ratio0.95%0.04%
AUM$9M$81.6B
Dividend Yield4.06%2.24%
Holdings7616
YTD Return-18.30%+14.84%
1Y Return-27.11%+20.88%
3Y Return (annualized)-15.93%+18.34%
5Y Return (annualized)-6.39%+12.04%
Volatility (annualized)19.5%14.6%
Max Drawdown-94.0%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 30, 2007Nov 10, 2006

EUM vs VYM Performance

ProShares Short MSCI Emerging Markets (EUM) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EUM returned -27.11% while VYM returned +20.88%. Year to date, EUM is down 18.30% versus a gain of 14.84% for VYM.

Over three years, EUM compounded at -15.93% per year against +18.34% for VYM; over five years the annualized figures are -6.39% and +12.04% respectively. Across the full 19-year window we track, VYM has the edge at +7.01% annualized vs -10.48%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EUM has been the more volatile fund, with annualized monthly volatility of 19.5% 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 -94.0% for EUM 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 -0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EUM 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, EUM currently yields 4.06% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

EUM and VYM share 0 holdings out of 604 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, EUM or VYM?

EUM 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, EUM or VYM?

Over the past year EUM returned -27.11% vs +20.88% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), EUM annualized -10.48% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, EUM or VYM?

EUM has been the more volatile fund at 19.5% annualized versus 14.6% for VYM. Worst drawdown: EUM -94.0% vs VYM -58.8%.

Should I hold both EUM and VYM?

EUM and VYM have a monthly-return correlation of -0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EUM and VYM?

EUM and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, EUM or VYM?

EUM yields 4.06% while VYM yields 2.24%, so EUM currently pays the higher dividend yield.

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