GGM vs VYM
GGM Macro Alignment ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | GGM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.94% | 0.04% | |
| AUM | $21M | $81.6B | |
| Dividend Yield | 1.40% | 2.24% | |
| Holdings | 7 | 616 | |
| YTD Return | +17.29% | +15.60% | |
| 1Y Return | +20.79% | +23.48% | |
| 3Y Return (annualized) | +10.56% | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 11.3% | 14.6% | |
| Max Drawdown | -19.7% | -58.8% | |
| Fund Family | GGM Wealth Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2023 | Nov 10, 2006 |
GGM vs VYM Performance
GGM Macro Alignment ETF (GGM) is a ETF from GGM Wealth Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GGM returned +20.79% while VYM returned +23.48%. Year to date, GGM is up 17.29% versus a gain of 15.60% for VYM.
Over three years, GGM compounded at +10.56% per year against +19.07% for VYM. Across the full 3-year window we track, GGM has the edge at +10.56% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.3% for GGM. 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 -19.7% for GGM 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GGM charges 0.94% per year while VYM charges 0.04%. On a $10,000 position that is $94 vs $4 annually, a gap of $90 per year that compounds over a long holding period. On income, GGM currently yields 1.40% against 2.24% for VYM.
Holdings Overlap
GGM and VYM share 0 holdings out of 608 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, GGM or VYM?
GGM has an expense ratio of 0.94% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $90 per year of difference.
Which performed better, GGM or VYM?
Over the past year GGM returned +20.79% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), GGM annualized +10.56% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, GGM or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.3% for GGM. Worst drawdown: GGM -19.7% vs VYM -58.8%.
Should I hold both GGM and VYM?
GGM and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GGM and VYM?
GGM and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, GGM or VYM?
GGM yields 1.40% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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