GAIQ vs VYM

GAIQ vs VYM

Which is better, GAIQ or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.8%.

Lower Fees: VYMLess Concentrated: 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

MetricGAIQVYM
Expense Ratio0.79%0.04%Best
AUM$640,340.54$81.6B
Dividend Yield0.00%2.22%
Holdings30613
YTD Return+0.93%+10.24%Best
1Y Return-+14.89%
3Y Return (annualized)-+18.00%
5Y Return (annualized)-+11.42%
Top 10 Weight36.8%26.1%Best
Fund FamilyGuinness Atkinson FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionAug 12, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

GAIQ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GAIQ vs VYM Performance

Guinness Atkinson Global Innovators Fund ETF (GAIQ) is an ETF from Guinness Atkinson Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, GAIQ is up 0.93% versus a gain of 10.24% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

GAIQ charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, GAIQ currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

GAIQ already in VYM10.7%
VYM already in GAIQ8.0%

10.7% of GAIQ's money is in holdings VYM also owns. 8.0% of VYM's money is in holdings GAIQ also owns.

GAIQ and VYM share little of their money.

3 positions in common, counted across the 30 positions we hold weights for in GAIQ and 557 in VYM, against full books of 30 and 613.

What only one of them owns

Our book lists 525 positions for VYM that do not appear in our book for GAIQ (89.1% of the fund), and 20 for GAIQ that do not appear in VYM (66.8%).

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 GAIQWeight in VYMDifference
AVGOBroadcom Inc3.86%7.35%3.49%
NDAQNasdaq Inc.3.74%0.17%3.57%
MDTMedtronic Plc Ordinary Shares3.05%0.44%2.61%

You are not choosing between two funds in isolation.

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

GAIQVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GAIQ or VYM?

GAIQ has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option, by $75 a year on a $10,000 investment.

What is the holdings overlap between GAIQ and VYM?

10.7% of GAIQ's money is in holdings VYM also owns. 8.0% of VYM's is in holdings GAIQ also owns. They hold 3 positions in common, counted across the 30 positions we hold weights for in GAIQ and 557 in VYM.

Which pays a higher dividend, GAIQ or VYM?

GAIQ yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than GAIQ?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.