FFTY vs VYM
CapForce IBD 50 ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | FFTY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.04% | |
| AUM | $80M | $79.0B | |
| Dividend Yield | 1.07% | 2.86% | |
| Holdings | 52 | 568 | |
| YTD Return | +5.19% | +15.80% | |
| 1Y Return | +9.39% | +26.12% | |
| 3Y Return (annualized) | +15.63% | +18.25% | |
| 5Y Return (annualized) | -3.53% | +12.51% | |
| Volatility (annualized) | 24.4% | 14.6% | |
| Max Drawdown | -59.5% | -58.8% | |
| Fund Family | Capital-FORCE ETF | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 8, 2015 | Nov 10, 2006 |
FFTY vs VYM Performance
CapForce IBD 50 ETF (FFTY) is a ETF from Capital-FORCE ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FFTY returned +9.39% while VYM returned +26.12%. Year to date, FFTY is up 5.19% versus a gain of 15.80% for VYM.
Over three years, FFTY compounded at +15.63% per year against +18.25% for VYM; over five years the annualized figures are -3.53% and +12.51% respectively. Across the full 11-year window we track, VYM has the edge at +7.07% annualized vs +3.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FFTY has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -59.5% for FFTY 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FFTY charges 0.80% per year while VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, FFTY currently yields 1.07% against 2.86% for VYM.
Holdings Overlap
FFTY and VYM share 6 holdings out of 603 unique holdings combined, representing a 3.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FFTY or VYM?
FFTY has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, FFTY or VYM?
Over the past year FFTY returned +9.39% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), FFTY annualized +3.98% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, FFTY or VYM?
FFTY has been the more volatile fund at 24.4% annualized versus 14.6% for VYM. Worst drawdown: FFTY -59.5% vs VYM -58.8%.
Should I hold both FFTY and VYM?
FFTY and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FFTY and VYM?
FFTY and VYM share 6 common holdings with a 3.1% weight overlap. Combined, they hold 603 unique securities.
Which pays a higher dividend, FFTY or VYM?
FFTY yields 1.07% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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