FUSI vs VYM

FUSI vs VYM

Which is better, FUSI or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y, 3Y 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

MetricFUSIVYM
Expense Ratio0.19%0.04%Best
AUM$33M$81.6B
Dividend Yield5.19%2.22%
Holdings64613
YTD Return+3.29%+13.08%Best
1Y Return+4.46%+17.46%Best
3Y Return (annualized)+5.47%+17.73%Best
5Y Return (annualized)-+12.22%
Volatility (annualized)0.8%Best11.3%
Max Drawdown-0.7%Best-14.5%
$10,000 over 3.5 years$12,186$17,298Best
Fund FamilyAmerican Century InvestmentsVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionMar 14, 2023Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 16, 2023 to Sep 14, 2026 (3.5 years).

FUSI 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 3.5 years both funds cover.

FUSI vs VYM Performance

American Century Multisector Floating Income ETF (FUSI) is an ETF from American Century Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FUSI returned +4.46% while VYM returned +17.46%. Year to date, FUSI is up 3.29% versus a gain of 13.08% for VYM.

Over three years, FUSI compounded at +5.47% per year against +17.73% for VYM. Across the full 4-year window we track, VYM has the edge at +16.95% annualized vs +5.81%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 0.8% for FUSI. 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 -0.7% for FUSI 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 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FUSI charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, FUSI currently yields 5.19% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 27 holdings in FUSI and 557 in VYM, totalling 28.3% 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 27 positions we hold weights for in FUSI and 557 in VYM, against full books of 64 and 613.

You are not choosing between two funds in isolation.

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

FUSIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FUSI or VYM?

FUSI has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, FUSI or VYM?

Over the past year FUSI returned +4.46% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), FUSI annualized +5.81% vs +16.95% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FUSI or VYM?

VYM has been the more volatile fund at 11.3% annualized versus 0.8% for FUSI. Worst drawdown: FUSI -0.7% vs VYM -14.5%.

Should I hold both FUSI and VYM?

FUSI and VYM have a monthly-return correlation of 0.34, 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, FUSI or VYM?

FUSI yields 5.19% while VYM yields 2.22%, so FUSI currently pays the higher dividend yield.

Is VYM better than FUSI?

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