GUSE vs VYM

GUSE vs VYM

Which is better, GUSE or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. GUSE led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 38.6%.

Lower Fees: VYMHigher Returns (1Y): GUSELess 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

MetricGUSEVYM
Expense Ratio0.30%0.04%Best
AUM$359M$81.6B
Dividend Yield0.64%2.22%
Holdings122613
YTD Return+12.26%+13.91%Best
1Y Return-+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Top 10 Weight38.6%25.9%Best
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 31, 2008Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

GUSE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GUSE vs VYM Performance

Goldman Sachs Enhanced US Equity ETF (GUSE) is an ETF from Goldman Sachs Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, GUSE is up 12.26% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

GUSE charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, GUSE currently yields 0.64% against 2.22% for VYM.

Holdings Overlap

GUSE already in VYM26.5%
VYM already in GUSE31.6%

26.5% of GUSE's money is in holdings VYM also owns. 31.6% of VYM's money is in holdings GUSE also owns.

The two portfolios partly overlap.

38 positions in common, counted across the 121 positions we hold weights for in GUSE and 603 in VYM, against full books of 122 and 613.

What only one of them owns

Our book lists 531 positions for VYM that do not appear in our book for GUSE (67.0% of the fund), and 78 for GUSE that do not appear in VYM (70.3%).

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 GUSEWeight in VYMDifference
AVGOBroadcom Inc2.86%7.29%4.43%
JPMJpmorgan Chase & Co.1.75%3.38%1.63%
JNJJohnson & Johnson1.45%2.54%1.09%
XOMExxon Mobil Corp.1.04%2.36%1.32%
KOCoca Cola Co.1.68%1.31%0.37%
CATCaterpillar, Inc.0.90%2.01%1.11%
BACBank Of America Corp.1.01%1.56%0.55%
UNHUnitedhealth Group Inc.0.88%1.56%0.68%
COPConocophillips Co1.19%0.53%0.66%
RTX:MXUnited Technologies Corp.0.59%1.06%0.47%

31.6% of VYM is already inside GUSE.

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

GUSEVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GUSE or VYM?

GUSE has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.

What is the holdings overlap between GUSE and VYM?

31.6% of VYM's money is in holdings GUSE also owns. 31.6% of VYM's is in holdings GUSE also owns. They hold 38 positions in common, counted across the 121 positions we hold weights for in GUSE and 603 in VYM.

Which pays a higher dividend, GUSE or VYM?

GUSE yields 0.64% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than GUSE?

VYM has a lower expense ratio. GUSE led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 38.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.