GLBL vs VYM

GLBL vs VYM

Which is better, GLBL or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. GLBL led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 40.4%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricGLBLVYM
Expense Ratio0.65%0.04%Best
AUM$1M$81.6B
Dividend Yield0.76%2.22%
Holdings366613
YTD Return+12.45%+13.91%Best
1Y Return+15.83%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)15.3%10.4%Best
Max Drawdown-19.8%-14.5%Best
$10,000 over 2 years$14,178Best$13,547
Top 10 Weight40.4%25.9%Best
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 16, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 17, 2024 to Sep 11, 2026 (2 years).

GLBL 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 covers the 2 years both funds cover.

GLBL vs VYM Performance

Pacer MSCI World Industry Advantage ETF (GLBL) is an ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GLBL returned +15.83% while VYM returned +17.57%. Year to date, GLBL is up 12.45% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLBL has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.4% 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 -19.8% for GLBL and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GLBL charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, GLBL currently yields 0.76% against 2.22% for VYM.

Holdings Overlap

GLBL already in VYM18.4%
VYM already in GLBL31.7%

18.4% of GLBL's money is in holdings VYM also owns. 31.7% of VYM's money is in holdings GLBL also owns.

The two portfolios partly overlap.

69 positions in common, counted across the 354 positions we hold weights for in GLBL and 603 in VYM, against full books of 366 and 613.

What only one of them owns

Our book lists 499 positions for VYM that do not appear in our book for GLBL (65.8% of the fund), and 168 for GLBL that do not appear in VYM (67.8%).

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 GLBLWeight in VYMDifference
AVGOBroadcom Inc4.33%7.29%2.96%
CSCOCisco Systems Inc. - Ordinary Shares1.11%1.93%0.82%
UNHUnitedhealth Group Inc.0.85%1.56%0.71%
HDHome Depot Inc/The0.79%1.46%0.67%
GSGoldman Sachs Group Inc.0.73%1.15%0.42%
TXNTexas Instruments, Inc0.59%1.13%0.54%
ORCLOracle Corp.0.58%1.04%0.46%
IBMInternational Business Machines Corp.0.51%1.10%0.59%
MSMorgan Stanley0.59%0.97%0.38%
MCDMcdonald'S Corp0.44%0.80%0.36%

31.7% of VYM is already inside GLBL.

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

GLBLVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GLBL or VYM?

GLBL has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, GLBL or VYM?

Over the past year GLBL returned +15.83% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), GLBL annualized +19.07% vs +16.39% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GLBL or VYM?

GLBL has been the more volatile fund at 15.3% annualized versus 10.4% for VYM. Worst drawdown: GLBL -19.8% vs VYM -14.5%.

Should I hold both GLBL and VYM?

GLBL and VYM have a monthly-return correlation of 0.66, 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 GLBL and VYM?

31.7% of VYM's money is in holdings GLBL also owns. 31.7% of VYM's is in holdings GLBL also owns. They hold 69 positions in common, counted across the 354 positions we hold weights for in GLBL and 603 in VYM.

Which pays a higher dividend, GLBL or VYM?

GLBL yields 0.76% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than GLBL?

VYM has a lower expense ratio. GLBL led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 40.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.