HEFT vs VYM
Hedgeye Fourth Turning ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | HEFT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $82M | $81.6B | |
| Dividend Yield | 0.02% | 2.24% | |
| Holdings | 51 | 613 | |
| YTD Return | +4.72% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -9.2% | -58.8% | |
| Fund Family | Hedgeye Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2025 | Nov 10, 2006 |
HEFT vs VYM Performance
Hedgeye Fourth Turning ETF (HEFT) is a ETF from Hedgeye Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, HEFT is up 4.72% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.2% for HEFT and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
HEFT charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, HEFT currently yields 0.02% against 2.24% for VYM.
Holdings Overlap
HEFT and VYM share 16 holdings out of 635 unique holdings combined, representing a 15.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HEFT or VYM?
HEFT has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
What is the holdings overlap between HEFT and VYM?
HEFT and VYM share 16 common holdings with a 15.8% weight overlap. Combined, they hold 635 unique securities.
Which pays a higher dividend, HEFT or VYM?
HEFT yields 0.02% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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