GVLU vs VYM
Gotham 1000 Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | GVLU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $251M | $79.0B | |
| Dividend Yield | 6.02% | 2.86% | |
| Holdings | 476 | 568 | |
| YTD Return | +15.70% | +16.53% | |
| 1Y Return | +24.88% | +25.03% | |
| 3Y Return (annualized) | +15.28% | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 17.1% | 14.6% | |
| Max Drawdown | -20.8% | -58.8% | |
| Fund Family | Gotham ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 7, 2022 | Nov 10, 2006 |
GVLU vs VYM Performance
Gotham 1000 Value ETF (GVLU) is a ETF from Gotham ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GVLU returned +24.88% while VYM returned +25.03%. Year to date, GVLU is up 15.70% versus a gain of 16.53% for VYM.
Over three years, GVLU compounded at +15.28% per year against +18.54% for VYM. Across the full 4-year window we track, GVLU has the edge at +12.47% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GVLU has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -20.8% for GVLU 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
GVLU charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, GVLU currently yields 6.02% against 2.86% for VYM.
Holdings Overlap
GVLU and VYM share 166 holdings out of 865 unique holdings combined, representing a 13.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GVLU or VYM?
GVLU has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, GVLU or VYM?
Over the past year GVLU returned +24.88% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), GVLU annualized +12.47% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, GVLU or VYM?
GVLU has been the more volatile fund at 17.1% annualized versus 14.6% for VYM. Worst drawdown: GVLU -20.8% vs VYM -58.8%.
Should I hold both GVLU and VYM?
GVLU and VYM have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between GVLU and VYM?
GVLU and VYM share 166 common holdings with a 13.6% weight overlap. Combined, they hold 865 unique securities.
Which pays a higher dividend, GVLU or VYM?
GVLU yields 6.02% while VYM yields 2.86%, so GVLU currently pays the higher dividend yield.
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