GVUS vs VYM
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, GVUS or VYM?
Nearly the same fund. VYM costs less.
VYM has a lower expense ratio. GVUS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 28.6%.
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 | GVUS | VYM |
|---|---|---|
| Expense Ratio | 0.12% | 0.04%Best |
| AUM | $417M | $81.6B |
| Dividend Yield | 1.46% | 2.22% |
| Holdings | 864 | 613 |
| YTD Return | +21.46%Best | +13.91% |
| 1Y Return | +27.46%Best | +17.57% |
| 3Y Return (annualized) | - | +18.12% |
| 5Y Return (annualized) | - | +12.17% |
| Volatility (annualized) | 11.6% | 10.2%Best |
| Max Drawdown | -16.3% | -14.5%Best |
| $10,000 over 2.8 years | $17,029Best | $16,526 |
| Top 10 Weight | 28.6% | 25.9%Best |
| Fund Family | Goldman Sachs Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Nov 28, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 30, 2023 to Sep 11, 2026 (2.8 years).
GVUS 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 2.8 years both funds cover.
GVUS vs VYM Performance
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) 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 GVUS returned +27.46% while VYM returned +17.57%. Year to date, GVUS is up 21.46% versus a gain of 13.91% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GVUS has been the more volatile fund, with annualized monthly volatility of 11.6% compared with 10.2% 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 -16.3% for GVUS 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
GVUS charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, GVUS currently yields 1.46% against 2.22% for VYM.
Holdings Overlap
49.7% of GVUS's money is in holdings VYM also owns. 78.4% of VYM's money is in holdings GVUS also owns.
Most of VYM is already inside GVUS. Owning both mostly buys the same companies twice.
340 positions in common, counted across the 751 positions we hold weights for in GVUS and 603 in VYM, against full books of 864 and 613.
What only one of them owns
Our book lists 233 positions for VYM that do not appear in our book for GVUS (19.4% of the fund), and 357 for GVUS that do not appear in VYM (46.8%).
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
| Stock | Weight in GVUS | Weight in VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase & Co. | 2.57% | 3.38% | 0.81% |
| JNJJohnson & Johnson | 1.66% | 2.54% | 0.88% |
| XOMExxon Mobil Corp. | 1.76% | 2.36% | 0.60% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.30% | 1.93% | 0.63% |
| ABBVAbbvie Inc. | 1.07% | 1.85% | 0.78% |
| BACBank Of America Corp. | 1.05% | 1.56% | 0.51% |
| UNHUnitedhealth Group Inc. | 0.97% | 1.56% | 0.59% |
| PGProcter & Gamble Company | 0.88% | 1.42% | 0.54% |
| CVXChevron Corp. | 0.97% | 1.28% | 0.31% |
| MRKMerck & Co. Inc. | 0.88% | 1.32% | 0.44% |
78.4% of VYM is already inside GVUS.
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, GVUS or VYM?
GVUS has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, GVUS or VYM?
Over the past year GVUS returned +27.46% vs +17.57% for VYM, so GVUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GVUS or VYM?
GVUS has been the more volatile fund at 11.6% annualized versus 10.2% for VYM. Worst drawdown: GVUS -16.3% vs VYM -14.5%.
Should I hold both GVUS and VYM?
GVUS and VYM have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between GVUS and VYM?
78.4% of VYM's money is in holdings GVUS also owns. 78.4% of VYM's is in holdings GVUS also owns. They hold 340 positions in common, counted across the 751 positions we hold weights for in GVUS and 603 in VYM.
Which pays a higher dividend, GVUS or VYM?
GVUS yields 1.46% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than GVUS?
VYM has a lower expense ratio. GVUS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 28.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.