FLRT vs VYM

FLRT vs VYM

Which is better, FLRT or VYM?

Bank Loan against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricFLRTVYM
Expense Ratio0.60%0.04%Best
AUM$728M$81.6B
Dividend Yield6.77%2.22%
Holdings300613
YTD Return+2.89%+10.24%Best
1Y Return+4.60%+14.89%Best
3Y Return (annualized)+7.34%+18.00%Best
5Y Return (annualized)+6.04%+11.42%Best
Volatility (annualized)5.3%Best13.9%
Max Drawdown-25.8%Best-35.7%
$10,000 over 5 years$13,408$17,172Best
Fund FamilyPacer ETFsVanguard (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Value
InceptionFeb 18, 2015Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 19, 2015 to Sep 25, 2026 (11.6 years).

FLRT 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 11.6 years both funds cover.

FLRT vs VYM Performance

Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) is an ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FLRT returned +4.60% while VYM returned +14.89%. Year to date, FLRT is up 2.89% versus a gain of 10.24% for VYM.

Over three years, FLRT compounded at +7.34% per year against +18.00% for VYM; over five years the annualized figures are +6.04% and +11.42% respectively. Across the full 12-year window we track, VYM has the edge at +8.76% annualized vs +2.54%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 5.3% for FLRT. 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 -25.8% for FLRT and -35.7% 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FLRT charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, FLRT currently yields 6.77% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 81 holdings in FLRT and 557 in VYM, totalling 34.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 81 positions we hold weights for in FLRT and 557 in VYM, against full books of 300 and 613.

You are not choosing between two funds in isolation.

Whichever of FLRT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FLRTVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLRT or VYM?

FLRT has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, FLRT or VYM?

Over the past year FLRT returned +4.60% vs +14.89% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (12 years), FLRT annualized +2.54% vs +8.76% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLRT or VYM?

VYM has been the more volatile fund at 13.9% annualized versus 5.3% for FLRT. Worst drawdown: FLRT -25.8% vs VYM -35.7%.

Should I hold both FLRT and VYM?

FLRT and VYM have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FLRT or VYM?

FLRT yields 6.77% while VYM yields 2.22%, so FLRT currently pays the higher dividend yield.

Is VYM better than FLRT?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.