GBXA vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricGBXAVYMWinner
Expense Ratio0.50%0.04%
AUM$7M$79.0B
Dividend Yield0.34%2.86%
Holdings6568
YTD Return-4.50%+16.78%
1Y Return+9.31%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)8.9%14.6%
Max Drawdown-12.3%-58.8%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryAlternativeEquity
InceptionDec 30, 2024Nov 10, 2006

GBXA vs VYM Performance

Goldman Sachs US Large Cap Buffer 1 ETF (GBXA) is a ETF from Goldman Sachs Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GBXA returned +9.31% while VYM returned +24.43%. Year to date, GBXA is down 4.50% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 8.9% for GBXA. 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 -12.3% for GBXA 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GBXA charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, GBXA currently yields 0.34% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

GBXA and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GBXA or VYM?

GBXA has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, GBXA or VYM?

Over the past year GBXA returned +9.31% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), GBXA annualized +3.38% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, GBXA or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 8.9% for GBXA. Worst drawdown: GBXA -12.3% vs VYM -58.8%.

Should I hold both GBXA and VYM?

GBXA and VYM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GBXA and VYM?

GBXA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, GBXA or VYM?

GBXA yields 0.34% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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