GMUN vs VYM

GMUN vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricGMUNVYMWinner
Expense Ratio0.08%0.04%
AUM$10M$81.6B
Dividend Yield3.12%2.24%
Holdings277616
YTD Return-0.72%+14.66%
1Y Return+4.67%+22.16%
3Y Return (annualized)+2.91%+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)3.9%14.6%
Max Drawdown-4.3%-58.8%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 7, 2023Nov 10, 2006

GMUN vs VYM Performance

Goldman Sachs Access Municipal Bond ETF (GMUN) 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 GMUN returned +4.67% while VYM returned +22.16%. Year to date, GMUN is down 0.72% versus a gain of 14.66% for VYM.

Over three years, GMUN compounded at +2.91% per year against +18.72% for VYM. Across the full 3-year window we track, VYM has the edge at +7.01% annualized vs +2.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 3.9% for GMUN. 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 -4.3% for GMUN 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

GMUN charges 0.08% per year while VYM charges 0.04%. On a $10,000 position that is $8 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, GMUN currently yields 3.12% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

GMUN and VYM share 0 holdings out of 811 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, GMUN or VYM?

GMUN has an expense ratio of 0.08% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, GMUN or VYM?

Over the past year GMUN returned +4.67% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), GMUN annualized +2.84% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, GMUN or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.9% for GMUN. Worst drawdown: GMUN -4.3% vs VYM -58.8%.

Should I hold both GMUN and VYM?

GMUN 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 GMUN and VYM?

GMUN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 811 unique securities.

Which pays a higher dividend, GMUN or VYM?

GMUN yields 3.12% while VYM yields 2.24%, so GMUN currently pays the higher dividend yield.

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