GLOW vs VYM

GLOW vs VYM

Which is better, GLOW or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. GLOW led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 88.1%.

Lower Fees: VYMHigher Returns: GLOWLess 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

MetricGLOWVYM
Expense Ratio0.72%0.04%Best
AUM$70M$81.6B
Dividend Yield1.41%2.24%
Holdings14613
YTD Return+14.57%+14.82%Best
1Y Return+23.03%Best+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)10.5%10.0%Best
Max Drawdown-15.6%-14.5%Best
$10,000 over 2.2 years$14,700Best$14,543
Top 10 Weight88.1%25.9%Best
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 21, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 21, 2024 to Sep 4, 2026 (2.2 years).

GLOW 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 2.2 years both funds cover.

GLOW vs VYM Performance

VictoryShares WestEnd Global Equity ETF (GLOW) is an ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GLOW returned +23.03% while VYM returned +20.84%. Year to date, GLOW is up 14.57% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLOW has been the more volatile fund, with annualized monthly volatility of 10.5% compared with 10.0% 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 -15.6% for GLOW 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GLOW charges 0.72% per year while VYM charges 0.04%. On a $10,000 position that is $72 vs $4 annually, a gap of $68 per year that compounds over a long holding period. On income, GLOW currently yields 1.41% against 2.24% for VYM.

Holdings Overlap

GLOW already in VYM3.3%
VYM already in GLOW0.2%

3.3% of GLOW's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings GLOW also owns.

GLOW and VYM share little of their money.

1 positions in common, counted across the 14 positions we hold weights for in GLOW and 603 in VYM, against full books of 14 and 613.

What only one of them owns

Measured across the 14 and 603 positions we hold weights for.

VYM holds 569 positions GLOW does not, 97.2% of the fund.

Largest: AVGO 7.29%, JPM 3.38%, JNJ 2.54%, XOM 2.36%, CAT 2.01%

Top Shared Holdings

StockWeight in GLOWWeight in VYMDifference
STTState Street Corp.3.25%0.19%3.06%

You are not choosing between two funds in isolation.

Whichever of GLOW and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GLOWVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GLOW or VYM?

GLOW has an expense ratio of 0.72% while VYM charges 0.04%. VYM is the cheaper option, by $68 a year on a $10,000 investment.

Which performed better, GLOW or VYM?

Over the past year GLOW returned +23.03% vs +20.84% for VYM, so GLOW leads on 1-year performance. Over the longest common window we track (2 years), GLOW annualized +19.14% vs +18.56% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GLOW or VYM?

GLOW has been the more volatile fund at 10.5% annualized versus 10.0% for VYM. Worst drawdown: GLOW -15.6% vs VYM -14.5%.

Should I hold both GLOW and VYM?

GLOW and VYM have a monthly-return correlation of 0.75, 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 GLOW and VYM?

3.3% of GLOW's money is in holdings VYM also owns. 0.2% of VYM's is in holdings GLOW also owns. They hold 1 positions in common, counted across the 14 positions we hold weights for in GLOW and 603 in VYM.

Which pays a higher dividend, GLOW or VYM?

GLOW yields 1.41% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than GLOW?

VYM has a lower expense ratio. GLOW led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 88.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.