FLOW vs VYM

FLOW vs VYM

Which is better, FLOW or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. FLOW led over 1Y, 3Y and the full window. FLOW is less concentrated, with 23.5% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: FLOWLess Concentrated: FLOW

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFLOWVYM
Expense Ratio0.25%0.04%Best
AUM$33M$81.6B
Dividend Yield1.91%2.22%
Holdings102613
YTD Return+21.77%Best+12.29%
1Y Return+27.59%Best+16.61%
3Y Return (annualized)+20.14%Best+17.42%
5Y Return (annualized)-+12.12%
Volatility (annualized)14.3%11.0%Best
Max Drawdown-21.6%-14.5%Best
$10,000 over 3.2 years$17,817Best$16,351
Top 10 Weight23.5%Best26.1%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJul 10, 2023Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 12, 2023 to Sep 17, 2026 (3.2 years).

FLOW vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.2 years both funds cover.

FLOW vs VYM Performance

Global X US Cash Flow Kings 100 ETF (FLOW) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FLOW returned +27.59% while VYM returned +16.61%. Year to date, FLOW is up 21.77% versus a gain of 12.29% for VYM.

Over three years, FLOW compounded at +20.14% per year against +17.42% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FLOW has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 11.0% 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 -21.6% for FLOW and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLOW charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, FLOW currently yields 1.91% against 2.22% for VYM.

Holdings Overlap

FLOW already in VYM49.2%
VYM already in FLOW4.0%

49.2% of FLOW's money is in holdings VYM also owns. 4.0% of VYM's money is in holdings FLOW also owns.

The two portfolios partly overlap.

46 positions in common, counted across the 100 positions we hold weights for in FLOW and 557 in VYM, against full books of 102 and 613.

What only one of them owns

Our book lists 484 positions for VYM that do not appear in our book for FLOW (93.5% of the fund), and 51 for FLOW that do not appear in VYM (47.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FLOWWeight in VYMDifference
ACN:IEAccenture plc, Class A2.44%0.41%2.03%
BMYBristol-Myers Squibb Co.2.06%0.54%1.52%
NEMNewmont Corp Common1.96%0.41%1.55%
HPQHp Inc.2.21%0.10%2.11%
CMCSAComcast Corp-class A Cmcsa1.95%0.34%1.61%
DVNDevon Energy Corporation1.94%0.21%1.73%
OMCOmnicom Group Inc.2.02%0.09%1.93%
CAHCardinal Health Inc.1.80%0.22%1.58%
FANGDiamondback Energy, Inc.1.85%0.16%1.69%
EXEExpand Energy Corp1.91%0.09%1.82%

49.2% of FLOW is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FLOWVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLOW or VYM?

FLOW has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, FLOW or VYM?

Over the past year FLOW returned +27.59% vs +16.61% for VYM, so FLOW leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLOW or VYM?

FLOW has been the more volatile fund at 14.3% annualized versus 11.0% for VYM. Worst drawdown: FLOW -21.6% vs VYM -14.5%.

Should I hold both FLOW and VYM?

FLOW and VYM have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FLOW and VYM?

49.2% of FLOW's money is in holdings VYM also owns. 4.0% of VYM's is in holdings FLOW also owns. They hold 46 positions in common, counted across the 100 positions we hold weights for in FLOW and 557 in VYM.

Which pays a higher dividend, FLOW or VYM?

FLOW yields 1.91% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than FLOW?

VYM has a lower expense ratio. FLOW led over 1Y, 3Y and the full window. FLOW is less concentrated, with 23.5% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.