HEAL vs VYM
Global X HealthTech ETF vs Vanguard High Dividend Yield ETF
Which is better, HEAL or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.5%.
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 | HEAL | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $31M | $81.6B |
| Dividend Yield | 0.24% | 2.22% |
| Holdings | 43 | 613 |
| YTD Return | -3.44% | +13.15%Best |
| 1Y Return | -10.96% | +17.82%Best |
| 3Y Return (annualized) | -1.70% | +17.99%Best |
| 5Y Return (annualized) | -12.74% | +12.16%Best |
| Volatility (annualized) | 23.3% | 13.8%Best |
| Max Drawdown | -65.8% | -15.8%Best |
| $10,000 over 5 years | $5,059 | $17,750Best |
| Top 10 Weight | 46.5% | 25.9%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Jul 29, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jul 30, 2020 to Sep 10, 2026 (6.1 years).
HEAL 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 6.1 years both funds cover.
HEAL vs VYM Performance
Global X HealthTech ETF (HEAL) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HEAL returned -10.96% while VYM returned +17.82%. Year to date, HEAL is down 3.44% versus a gain of 13.15% for VYM.
Over three years, HEAL compounded at -1.70% per year against +17.99% for VYM; over five years the annualized figures are -12.74% and +12.16% respectively. Across the full 6-year window we track, VYM has the edge at +14.83% annualized vs -7.82%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HEAL has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 13.8% 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 -65.8% for HEAL and -15.8% 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 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HEAL 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, HEAL currently yields 0.24% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 39 holdings in HEAL and 603 in VYM, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 39 positions we hold weights for in HEAL and 603 in VYM, against full books of 43 and 613.
What only one of them owns
Our book lists 568 positions for VYM that do not appear in our book for HEAL (97.5% of the fund), and 31 for HEAL that do not appear in VYM (82.3%).
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.
You are not choosing between two funds in isolation.
Whichever of HEAL and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEAL or VYM?
HEAL has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, HEAL or VYM?
Over the past year HEAL returned -10.96% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), HEAL annualized -7.82% vs +14.83% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEAL or VYM?
HEAL has been the more volatile fund at 23.3% annualized versus 13.8% for VYM. Worst drawdown: HEAL -65.8% vs VYM -15.8%.
Should I hold both HEAL and VYM?
HEAL and VYM have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HEAL or VYM?
HEAL yields 0.24% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than HEAL?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.