GPZ vs VYM

GPZ vs VYM

Which is better, GPZ or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 70.3%.

Lower Fees: VYMHigher Returns: VYMLess 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

MetricGPZVYM
Expense Ratio0.40%0.04%Best
AUM$259M$81.6B
Dividend Yield0.98%2.24%
Holdings21613
YTD Return-11.58%+14.82%Best
1Y Return-12.15%+20.84%Best
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)24.4%8.6%Best
Max Drawdown-31.7%-6.7%Best
$10,000 over 1.2 years$9,853$12,940Best
Top 10 Weight70.3%25.9%Best
Fund FamilyVanEckVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionJun 4, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 5, 2025 to Sep 4, 2026 (1.2 years).

GPZ 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 1.2 years both funds cover.

GPZ vs VYM Performance

VanEck Alternative Asset Manager ETF (GPZ) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GPZ returned -12.15% while VYM returned +20.84%. Year to date, GPZ is down 11.58% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GPZ has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 8.6% 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 -31.7% for GPZ and -6.7% 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 0.18. They move largely independently of each other.

Fees and Cost Over Time

GPZ charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, GPZ currently yields 0.98% against 2.24% for VYM.

Holdings Overlap

GPZ already in VYM47.2%
VYM already in GPZ0.8%

47.2% of GPZ's money is in holdings VYM also owns. 0.8% of VYM's money is in holdings GPZ also owns.

The two portfolios partly overlap.

9 positions in common, counted across the 20 positions we hold weights for in GPZ and 603 in VYM, against full books of 21 and 613.

What only one of them owns

Our book lists 561 positions for VYM that do not appear in our book for GPZ (96.6% of the fund), and 2 for GPZ that do not appear in VYM (12.5%).

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 GPZWeight in VYMDifference
BXBlackstone Group Inc. Class A12.42%0.36%12.06%
APOAthene (Ath) / Apollo Global Management (Apo)7.14%0.21%6.93%
ARESAres Management Corp A6.88%0.09%6.79%
CGCarlyle Group Inc.4.58%0.05%4.53%
OWLBlue Owl Capital, Inc. Class A3.99%0.02%3.97%
HLNEHamilton Lane Inc3.88%0.01%3.87%
HASIHa Sustainable Infrastructure Capital Inc3.44%0.02%3.42%
TPGTpg Inc2.72%0.02%2.70%
STEPStepstone Group Lp2.15%0.01%2.14%

47.2% of GPZ is already inside VYM.

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

GPZVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GPZ or VYM?

GPZ has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, GPZ or VYM?

Over the past year GPZ returned -12.15% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), GPZ annualized -1.23% vs +23.96% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GPZ or VYM?

GPZ has been the more volatile fund at 24.4% annualized versus 8.6% for VYM. Worst drawdown: GPZ -31.7% vs VYM -6.7%.

Should I hold both GPZ and VYM?

GPZ and VYM have a monthly-return correlation of 0.18, 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 GPZ and VYM?

47.2% of GPZ's money is in holdings VYM also owns. 0.8% of VYM's is in holdings GPZ also owns. They hold 9 positions in common, counted across the 20 positions we hold weights for in GPZ and 603 in VYM.

Which pays a higher dividend, GPZ or VYM?

GPZ yields 0.98% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than GPZ?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 70.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.