GRNY vs VYM
Fundstrat Granny Shots US Large Cap ETF vs Vanguard High Dividend Yield ETF
Which is better, GRNY or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. GRNY led over the full window, VYM over 1Y. GRNY is less concentrated, with 25.5% of the fund in its ten largest positions against 26.1%.
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
| Metric | GRNY | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $4.4B | $81.6B |
| Dividend Yield | 0.07% | 2.22% |
| Holdings | 44 | 613 |
| YTD Return | +13.89%Best | +11.47% |
| 1Y Return | +12.54% | +15.94%Best |
| 3Y Return (annualized) | - | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 17.6% | 10.6%Best |
| Max Drawdown | -24.2% | -14.5%Best |
| $10,000 over 1.9 years | $14,182Best | $12,710 |
| Top 10 Weight | 25.5%Best | 26.1% |
| Fund Family | Fundstrat Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Nov 7, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 7, 2024 to Sep 21, 2026 (1.9 years).
GRNY 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 1.9 years both funds cover.
GRNY vs VYM Performance
Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GRNY returned +12.54% while VYM returned +15.94%. Year to date, GRNY is up 13.89% versus a gain of 11.47% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GRNY has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 10.6% 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 -24.2% for GRNY 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 0.47. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GRNY charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, GRNY currently yields 0.07% against 2.22% for VYM.
Holdings Overlap
30.5% of GRNY's money is in holdings VYM also owns. 12.8% of VYM's money is in holdings GRNY also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 42 positions we hold weights for in GRNY and 557 in VYM, against full books of 44 and 613.
What only one of them owns
Measured across the 42 and 557 positions we hold weights for.
VYM holds 515 positions GRNY does not, 84.3% of the fund.
Largest: AVGO 7.35%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%, ABBV 1.80%
Top Shared Holdings
| Stock | Weight in GRNY | Weight in VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 2.39% | 3.82% | 1.43% |
| UNHUnitedhealth Group Incorporated | 2.41% | 1.52% | 0.89% |
| CATCaterpillar, Inc. | 2.32% | 1.50% | 0.82% |
| PMPhilip Morris International Inc. | 2.29% | 1.21% | 1.08% |
| GSGoldman Sachs Group Inc/The | 2.35% | 1.13% | 1.22% |
| ORCLOracle Corp - Common | 2.44% | 0.90% | 1.54% |
| UNPUnion Pacific Corp | 2.26% | 0.70% | 1.56% |
| ETNEaton Corp Plc | 2.25% | 0.65% | 1.60% |
| BKBank Of New York Mellon Corp | 2.43% | 0.44% | 1.99% |
| CFCf Industries Holdings Inc. | 2.62% | 0.08% | 2.54% |
30.5% of GRNY 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GRNY or VYM?
GRNY has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, GRNY or VYM?
Over the past year GRNY returned +12.54% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), GRNY annualized +20.19% vs +13.45% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GRNY or VYM?
GRNY has been the more volatile fund at 17.6% annualized versus 10.6% for VYM. Worst drawdown: GRNY -24.2% vs VYM -14.5%.
Should I hold both GRNY and VYM?
GRNY and VYM have a monthly-return correlation of 0.47, 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 GRNY and VYM?
30.5% of GRNY's money is in holdings VYM also owns. 12.8% of VYM's is in holdings GRNY also owns. They hold 13 positions in common, counted across the 42 positions we hold weights for in GRNY and 557 in VYM.
Which pays a higher dividend, GRNY or VYM?
GRNY yields 0.07% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than GRNY?
VYM has a lower expense ratio. GRNY led over the full window, VYM over 1Y. GRNY is less concentrated, with 25.5% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.