GINN 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

MetricGINNVYMWinner
Expense Ratio0.50%0.04%
AUM$202M$79.0B
Dividend Yield1.17%2.86%
Holdings485568
YTD Return+11.63%+16.16%
1Y Return+22.21%+26.05%
3Y Return (annualized)+19.52%+18.43%
5Y Return (annualized)+6.53%+12.21%
Volatility (annualized)18.4%14.6%
Max Drawdown-41.3%-58.8%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionNov 9, 2020Nov 10, 2006

GINN vs VYM Performance

Goldman Sachs Innovate Equity ETF (GINN) 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 GINN returned +22.21% while VYM returned +26.05%. Year to date, GINN is up 11.63% versus a gain of 16.16% for VYM.

Over three years, GINN compounded at +19.52% per year against +18.43% for VYM; over five years the annualized figures are +6.53% and +12.21% respectively. Across the full 6-year window we track, GINN has the edge at +9.52% annualized vs +7.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GINN has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -41.3% for GINN 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

GINN 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, GINN currently yields 1.17% against 2.86% for VYM.

Holdings Overlap

14.4%overlap

GINN and VYM share 53 holdings out of 973 unique holdings combined, representing a 14.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GINNWeight in VYMDifference
AVGO0.83%6.47%5.64%
JNJ0.87%2.62%1.75%
WMT0.77%2.44%1.67%
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GSProProPro
ABTProProPro
IBMProProPro
MSProProPro
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Frequently Asked Questions

Which is cheaper, GINN or VYM?

GINN 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, GINN or VYM?

Over the past year GINN returned +22.21% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), GINN annualized +9.52% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, GINN or VYM?

GINN has been the more volatile fund at 18.4% annualized versus 14.6% for VYM. Worst drawdown: GINN -41.3% vs VYM -58.8%.

Should I hold both GINN and VYM?

GINN 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 GINN and VYM?

GINN and VYM share 53 common holdings with a 14.4% weight overlap. Combined, they hold 973 unique securities.

Which pays a higher dividend, GINN or VYM?

GINN yields 1.17% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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