HAIL vs VYM
State Street SPDR S&P Kensho Smart Mobility 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 | HAIL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $19M | $79.0B | |
| Dividend Yield | 1.59% | 2.86% | |
| Holdings | 87 | 568 | |
| YTD Return | +11.60% | +16.53% | |
| 1Y Return | +20.93% | +25.03% | |
| 3Y Return (annualized) | +6.55% | +18.54% | |
| 5Y Return (annualized) | -6.04% | +12.25% | |
| Volatility (annualized) | 32.7% | 14.6% | |
| Max Drawdown | -66.3% | -58.8% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 18, 2017 | Nov 10, 2006 |
HAIL vs VYM Performance
State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HAIL returned +20.93% while VYM returned +25.03%. Year to date, HAIL is up 11.60% versus a gain of 16.53% for VYM.
Over three years, HAIL compounded at +6.55% per year against +18.54% for VYM; over five years the annualized figures are -6.04% and +12.25% respectively. Across the full 9-year window we track, VYM has the edge at +7.10% annualized vs +4.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HAIL has been the more volatile fund, with annualized monthly volatility of 32.7% 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 -66.3% for HAIL 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HAIL charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, HAIL currently yields 1.59% against 2.86% for VYM.
Holdings Overlap
HAIL and VYM share 12 holdings out of 633 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HAIL or VYM?
HAIL has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, HAIL or VYM?
Over the past year HAIL returned +20.93% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), HAIL annualized +4.05% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, HAIL or VYM?
HAIL has been the more volatile fund at 32.7% annualized versus 14.6% for VYM. Worst drawdown: HAIL -66.3% vs VYM -58.8%.
Should I hold both HAIL and VYM?
HAIL and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HAIL and VYM?
HAIL and VYM share 12 common holdings with a 2.1% weight overlap. Combined, they hold 633 unique securities.
Which pays a higher dividend, HAIL or VYM?
HAIL yields 1.59% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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