GTEK vs VYM

GTEK vs VYM

Which is better, GTEK or VYM?

Each has led over a different period.

VYM has a lower expense ratio. GTEK led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.0%.

Lower Fees: VYMHigher Returns: splitLess 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

MetricGTEKVYM
Expense Ratio0.75%0.04%Best
AUM$238M$81.6B
Dividend Yield0.00%2.22%
Holdings68613
YTD Return+47.11%Best+10.96%
1Y Return+50.68%Best+15.42%
3Y Return (annualized)+36.32%Best+17.78%
5Y Return (annualized)+8.25%+12.05%Best
Volatility (annualized)27.2%13.8%Best
Max Drawdown-53.8%-15.8%Best
$10,000 over 5 years$14,864$17,663Best
Top 10 Weight30.0%26.1%Best
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionSep 14, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2021 to Sep 22, 2026 (5 years).

GTEK 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 5 years both funds cover.

GTEK vs VYM Performance

Goldman Sachs Future Tech Leaders Equity ETF (GTEK) is an ETF from Goldman Sachs Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GTEK returned +50.68% while VYM returned +15.42%. Year to date, GTEK is up 47.11% versus a gain of 10.96% for VYM.

Over three years, GTEK compounded at +36.32% per year against +17.78% for VYM; over five years the annualized figures are +8.25% and +12.05% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GTEK has been the more volatile fund, with annualized monthly volatility of 27.2% compared with 13.8% 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 -53.8% for GTEK and -15.8% 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 0.52. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GTEK 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, GTEK currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

GTEK already in VYM4.3%
VYM already in GTEK0.7%

4.3% of GTEK's money is in holdings VYM also owns. 0.7% of VYM's money is in holdings GTEK also owns.

GTEK and VYM share little of their money.

2 positions in common, counted across the 61 positions we hold weights for in GTEK and 557 in VYM, against full books of 68 and 613.

What only one of them owns

Our book lists 526 positions for VYM that do not appear in our book for GTEK (96.4% of the fund), and 29 for GTEK that do not appear in VYM (42.9%).

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 GTEKWeight in VYMDifference
DELLDell Technologies Inc2.30%0.50%1.80%
EBAYEbay Inc.1.99%0.21%1.78%

You are not choosing between two funds in isolation.

Whichever of GTEK and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GTEKVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GTEK or VYM?

GTEK 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, GTEK or VYM?

Over the past year GTEK returned +50.68% vs +15.42% for VYM, so GTEK leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GTEK or VYM?

GTEK has been the more volatile fund at 27.2% annualized versus 13.8% for VYM. Worst drawdown: GTEK -53.8% vs VYM -15.8%.

Should I hold both GTEK and VYM?

GTEK and VYM have a monthly-return correlation of 0.52, 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 GTEK and VYM?

4.3% of GTEK's money is in holdings VYM also owns. 0.7% of VYM's is in holdings GTEK also owns. They hold 2 positions in common, counted across the 61 positions we hold weights for in GTEK and 557 in VYM.

Which pays a higher dividend, GTEK or VYM?

GTEK yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than GTEK?

VYM has a lower expense ratio. GTEK led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.