FORH vs VYM
Formidable ETF vs Vanguard High Dividend Yield ETF
Which is better, FORH or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
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
| Metric | FORH | VYM |
|---|---|---|
| Expense Ratio | 1.19% | 0.04%Best |
| AUM | $20M | $81.6B |
| Dividend Yield | 1.83% | 2.24% |
| Holdings | 63 | 613 |
| YTD Return | +2.01% | +15.29%Best |
| 1Y Return | +6.48% | +22.23%Best |
| 3Y Return (annualized) | +3.85% | +18.81%Best |
| 5Y Return (annualized) | +1.29% | +12.14%Best |
| Volatility (annualized) | 13.2%Best | 13.3% |
| Max Drawdown | -20.7% | -15.8%Best |
| $10,000 over 5 years | $10,662 | $17,734Best |
| Fund Family | Formidable Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Apr 29, 2021 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 30, 2021 to Sep 3, 2026 (5.3 years).
FORH 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 5.3 years both funds cover.
FORH vs VYM Performance
Formidable ETF (FORH) is an ETF from Formidable Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FORH returned +6.48% while VYM returned +22.23%. Year to date, FORH is up 2.01% versus a gain of 15.29% for VYM.
Over three years, FORH compounded at +3.85% per year against +18.81% for VYM; over five years the annualized figures are +1.29% and +12.14% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 13.2% for FORH. 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 -20.7% for FORH and -15.8% 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FORH charges 1.19% per year while VYM charges 0.04%. On a $10,000 position that is $119 vs $4 annually, a gap of $115 per year that compounds over a long holding period. On income, FORH currently yields 1.83% against 2.24% for VYM.
Holdings Overlap
At least 0.1% of VYM's money is in holdings FORH also owns.
Stated as a floor: for FORH, our book for it covers 83.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
4 positions in common, counted across the 36 positions we hold weights for in FORH and 603 in VYM, against full books of 63 and 613.
You are not choosing between two funds in isolation.
Whichever of FORH and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FORH or VYM?
FORH has an expense ratio of 1.19% while VYM charges 0.04%. VYM is the cheaper option, by $115 a year on a $10,000 investment.
Which performed better, FORH or VYM?
Over the past year FORH returned +6.48% vs +22.23% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FORH or VYM?
VYM has been the more volatile fund at 13.3% annualized versus 13.2% for FORH. Worst drawdown: FORH -20.7% vs VYM -15.8%.
Should I hold both FORH and VYM?
FORH and VYM have a monthly-return correlation of 0.72, 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, FORH or VYM?
FORH yields 1.83% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than FORH?
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.