FUND vs VYM

Quick Verdict

FUND delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: TiedHigher Returns: FUNDMore Diversified: VYM

Side-by-Side Comparison

MetricFUNDVYMWinner
Expense Ratio-0.04%
AUM$288M$79.0B
Dividend Yield5.65%2.86%
Holdings33568
YTD Return+25.69%+16.53%
1Y Return+43.69%+25.03%
3Y Return (annualized)+17.30%+18.54%
5Y Return (annualized)+12.42%+12.25%
Volatility (annualized)22.0%14.6%
Max Drawdown-71.6%-58.8%
Fund FamilySprott ETFSVanguard (US)
CategoryEquityEquity
InceptionNov 1, 1996Nov 10, 2006

FUND vs VYM Performance

Sprott Focus Trust (FUND) is a ETF from Sprott ETFS and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FUND returned +43.69% while VYM returned +25.03%. Year to date, FUND is up 25.69% versus a gain of 16.53% for VYM.

Over three years, FUND compounded at +17.30% per year against +18.54% for VYM; over five years the annualized figures are +12.42% and +12.25% respectively. Across the full 20-year window we track, VYM has the edge at +7.10% annualized vs +4.43%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FUND has been the more volatile fund, with annualized monthly volatility of 22.0% 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 -71.6% for FUND 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 0.79. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

3.6%overlap

FUND and VYM share 14 holdings out of 577 unique holdings combined, representing a 3.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FUNDWeight in VYMDifference
XOM4.79%2.83%1.96%
WLK4.95%0.02%4.93%
HP4.63%0.01%4.62%
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CFProProPro
RSProProPro
CALMProProPro
BKEProProPro
APAMProProPro
THOProProPro
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Frequently Asked Questions

Which performed better, FUND or VYM?

Over the past year FUND returned +43.69% vs +25.03% for VYM, so FUND leads on 1-year performance. Over the longest common window we track (20 years), FUND annualized +4.43% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, FUND or VYM?

FUND has been the more volatile fund at 22.0% annualized versus 14.6% for VYM. Worst drawdown: FUND -71.6% vs VYM -58.8%.

Should I hold both FUND and VYM?

FUND and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FUND and VYM?

FUND and VYM share 14 common holdings with a 3.6% weight overlap. Combined, they hold 577 unique securities.

Which pays a higher dividend, FUND or VYM?

FUND yields 5.65% while VYM yields 2.86%, so FUND currently pays the higher dividend yield.

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