GEW vs VYM

GEW vs VYM

Which is better, GEW or VYM?

All Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y. GEW is less concentrated, with 17.5% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns (1Y): VYMLess Concentrated: GEW

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

MetricGEWVYM
Expense Ratio0.30%0.04%Best
AUM$144M$81.6B
Dividend Yield1.24%2.22%
Holdings453613
YTD Return+8.88%+11.35%Best
1Y Return+13.38%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)10.3%Tie10.3%Tie
Top 10 Weight17.5%Best26.1%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Value
InceptionSep 25, 2025Nov 10, 2006

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

GEW 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.

GEW vs VYM Performance

Cambria Global EW ETF (GEW) is an ETF from Cambria Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GEW returned +13.38% while VYM returned +15.34%. Year to date, GEW is up 8.88% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GEW and VYM have been equally volatile, both at 10.3% annualized.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GEW charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, GEW currently yields 1.24% against 2.22% for VYM.

Holdings Overlap

GEW already in VYM20.5%
VYM already in GEW79.1%

20.5% of GEW's money is in holdings VYM also owns. 79.1% of VYM's money is in holdings GEW also owns.

Most of VYM is already inside GEW. Owning both mostly buys the same companies twice.

134 positions in common, counted across the 444 positions we hold weights for in GEW and 557 in VYM, against full books of 453 and 613.

What only one of them owns

Our book lists 395 positions for VYM that do not appear in our book for GEW (18.3% of the fund), and 127 for GEW that do not appear in VYM (43.5%).

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 GEWWeight in VYMDifference
AVGOBroadcom Inc0.84%7.35%6.51%
JPMJpmorgan Chase1.08%3.82%2.74%
XOMExxon Mobil Corp.1.71%2.63%0.92%
JNJJohnson & Johnson - Common0.29%2.51%2.22%
ABBVAbbvie Inc.0.32%1.80%1.48%
CSCOCisco Systems Inc. - Ordinary Shares0.26%1.86%1.60%
BACBank of America Corp.: Financials0.41%1.66%1.25%
UNHUnitedhealth Group Incorporated0.25%1.52%1.27%
CVXChevron Corp0.28%1.48%1.20%
CATCaterpillar, Inc.0.23%1.50%1.27%

79.1% of VYM is already inside GEW.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GEWVYM

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Frequently Asked Questions

Which is cheaper, GEW or VYM?

GEW has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, GEW or VYM?

Over the past year GEW returned +13.38% vs +15.34% 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, GEW or VYM?

GEW and VYM have been equally volatile, both at 10.3% annualized.

Should I hold both GEW and VYM?

GEW and VYM have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between GEW and VYM?

79.1% of VYM's money is in holdings GEW also owns. 79.1% of VYM's is in holdings GEW also owns. They hold 134 positions in common, counted across the 444 positions we hold weights for in GEW and 557 in VYM.

Which pays a higher dividend, GEW or VYM?

GEW yields 1.24% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than GEW?

VYM has a lower expense ratio. VYM led over 1Y. GEW is less concentrated, with 17.5% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.