GMOV vs VYM

GMOV vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: GMOVMore Diversified: VYM

Side-by-Side Comparison

MetricGMOVVYMWinner
Expense Ratio0.50%0.04%
AUM$110M$81.6B
Dividend Yield1.88%2.24%
Holdings166616
YTD Return+18.35%+14.66%
1Y Return+27.07%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)12.5%14.6%
Max Drawdown-17.0%-58.8%
Fund FamilyGMOVanguard (US)
CategoryEquityEquity
InceptionOct 28, 2024Nov 10, 2006

GMOV vs VYM Performance

GMO US Value ETF (GMOV) is a ETF from GMO and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GMOV returned +27.07% while VYM returned +22.16%. Year to date, GMOV is up 18.35% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.5% for GMOV. 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 -17.0% for GMOV 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GMOV 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, GMOV currently yields 1.88% against 2.24% for VYM.

Holdings Overlap

34.9%overlap

GMOV and VYM share 118 holdings out of 651 unique holdings combined, representing a 34.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GMOVWeight in VYMDifference
XOM3.80%2.36%1.44%
JPM2.60%3.38%0.78%
JNJ2.20%2.54%0.34%
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BACProProPro
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VZProProPro
PFEProProPro
CVXProProPro
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Frequently Asked Questions

Which is cheaper, GMOV or VYM?

GMOV 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, GMOV or VYM?

Over the past year GMOV returned +27.07% vs +22.16% for VYM, so GMOV leads on 1-year performance. Over the longest common window we track (2 years), GMOV annualized +17.91% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, GMOV or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 12.5% for GMOV. Worst drawdown: GMOV -17.0% vs VYM -58.8%.

Should I hold both GMOV and VYM?

GMOV and VYM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GMOV and VYM?

GMOV and VYM share 118 common holdings with a 34.9% weight overlap. Combined, they hold 651 unique securities.

Which pays a higher dividend, GMOV or VYM?

GMOV yields 1.88% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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