GMUB 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

MetricGMUBVYMWinner
Expense Ratio0.18%0.04%
AUM$303M$79.0B
Dividend Yield3.25%2.86%
Holdings440568
YTD Return+1.14%+16.78%
1Y Return+4.87%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)3.1%14.6%
Max Drawdown-3.4%-58.8%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 23, 2024Nov 10, 2006

GMUB vs VYM Performance

Goldman Sachs Municipal Income ETF (GMUB) 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 GMUB returned +4.87% while VYM returned +24.43%. Year to date, GMUB is up 1.14% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 3.1% for GMUB. 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 -3.4% for GMUB 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

GMUB charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, GMUB currently yields 3.25% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

GMUB and VYM share 0 holdings out of 710 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GMUB or VYM?

GMUB has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, GMUB or VYM?

Over the past year GMUB returned +4.87% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), GMUB annualized +3.85% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, GMUB or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.1% for GMUB. Worst drawdown: GMUB -3.4% vs VYM -58.8%.

Should I hold both GMUB and VYM?

GMUB 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 GMUB and VYM?

GMUB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 710 unique securities.

Which pays a higher dividend, GMUB or VYM?

GMUB yields 3.25% while VYM yields 2.86%, so GMUB currently pays the higher dividend yield.

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