GGTL vs VYM

GGTL vs VYM
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Quick Verdict

GGTL has a lower expense ratio. GGTL delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: GGTLHigher Returns: GGTLMore Diversified: VYM

Side-by-Side Comparison

MetricGGTLVYMWinner
Expense Ratio0.00%0.04%
AUM$16M$81.6B
Dividend Yield0.91%2.24%
Holdings52616
YTD Return+24.35%+16.42%
1Y Return+31.01%+24.22%
3Y Return (annualized)+21.20%+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)19.1%14.6%
Max Drawdown-23.6%-58.8%
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
InceptionJan 5, 2022Nov 10, 2006

GGTL vs VYM Performance

Gabelli Global Technology Leaders ETF (GGTL) is a ETF from Gabelli Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GGTL returned +31.01% while VYM returned +24.22%. Year to date, GGTL is up 24.35% versus a gain of 16.42% for VYM.

Over three years, GGTL compounded at +21.20% per year against +19.03% for VYM. Across the full 5-year window we track, GGTL has the edge at +11.65% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GGTL has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 14.6% for VYM. 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 -23.6% for GGTL 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GGTL charges 0.00% per year while VYM charges 0.04%. On a $10,000 position that is $0 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, GGTL currently yields 0.91% against 2.24% for VYM.

Holdings Overlap

7.6%overlap

GGTL and VYM share 8 holdings out of 662 unique holdings combined, representing a 7.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GGTLWeight in VYMDifference
AVGO3.66%7.29%3.63%
ORCL3.60%1.04%2.56%
TXN2.48%1.13%1.35%
ADIProProPro
QCOMProProPro
AMKRProProPro
OLEDProProPro
GENProProPro
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Frequently Asked Questions

Which is cheaper, GGTL or VYM?

GGTL has an expense ratio of 0.00% while VYM charges 0.04%. GGTL is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, GGTL or VYM?

Over the past year GGTL returned +31.01% vs +24.22% for VYM, so GGTL leads on 1-year performance. Over the longest common window we track (5 years), GGTL annualized +11.65% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, GGTL or VYM?

GGTL has been the more volatile fund at 19.1% annualized versus 14.6% for VYM. Worst drawdown: GGTL -23.6% vs VYM -58.8%.

Should I hold both GGTL and VYM?

GGTL and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GGTL and VYM?

GGTL and VYM share 8 common holdings with a 7.6% weight overlap. Combined, they hold 662 unique securities.

Which pays a higher dividend, GGTL or VYM?

GGTL yields 0.91% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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