GUSA vs VYM

GUSA vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. GUSA offers more diversification with 1,009 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: GUSA

Side-by-Side Comparison

MetricGUSAVYMWinner
Expense Ratio0.10%0.04%
AUM$2.4B$81.6B
Dividend Yield0.99%2.24%
Holdings1,009616
YTD Return+12.31%+14.66%
1Y Return+20.69%+22.16%
3Y Return (annualized)+21.36%+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)15.5%14.6%
Max Drawdown-19.6%-58.8%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 5, 2022Nov 10, 2006

GUSA vs VYM Performance

Goldman Sachs MarketBeta US 1000 Equity ETF (GUSA) 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 GUSA returned +20.69% while VYM returned +22.16%. Year to date, GUSA is up 12.31% versus a gain of 14.66% for VYM.

Over three years, GUSA compounded at +21.36% per year against +18.72% for VYM. Across the full 4-year window we track, GUSA has the edge at +14.54% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GUSA has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.6% 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 -19.6% for GUSA 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GUSA charges 0.10% per year while VYM charges 0.04%. On a $10,000 position that is $10 vs $4 annually, a gap of $6 per year that compounds over a long holding period. On income, GUSA currently yields 0.99% against 2.24% for VYM.

Holdings Overlap

33.1%overlap

GUSA and VYM share 344 holdings out of 1154 unique holdings combined, representing a 33.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GUSAWeight in VYMDifference
AVGO2.58%7.29%4.71%
JPM1.39%3.38%1.99%
JNJ0.93%2.54%1.61%
XOMProProPro
CATProProPro
CSCOProProPro
ABBVProProPro
BACProProPro
UNHProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, GUSA or VYM?

GUSA has an expense ratio of 0.10% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, GUSA or VYM?

Over the past year GUSA returned +20.69% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), GUSA annualized +14.54% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, GUSA or VYM?

GUSA has been the more volatile fund at 15.5% annualized versus 14.6% for VYM. Worst drawdown: GUSA -19.6% vs VYM -58.8%.

Should I hold both GUSA and VYM?

GUSA and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GUSA and VYM?

GUSA and VYM share 344 common holdings with a 33.1% weight overlap. Combined, they hold 1154 unique securities.

Which pays a higher dividend, GUSA or VYM?

GUSA yields 0.99% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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