HGER vs VYM
Harbor Commodity All Weather Strategy ETF vs Vanguard High Dividend Yield ETF
Which is better, HGER or VYM?
Commodities against Large Cap Value.
VYM has a lower expense ratio. HGER led over 1Y, 3Y and the full window.
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 | HGER | VYM |
|---|---|---|
| Expense Ratio | 0.68% | 0.04%Best |
| AUM | $4.4B | $81.6B |
| Dividend Yield | 5.00% | 2.22% |
| Holdings | 49 | 613 |
| YTD Return | +45.69%Best | +11.35% |
| 1Y Return | +51.18%Best | +15.34% |
| 3Y Return (annualized) | +21.99%Best | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 13.7%Best | 13.9% |
| Max Drawdown | -23.3% | -15.8%Best |
| $10,000 over 4.6 years | $21,262Best | $16,162 |
| Fund Family | Harbor Funds | Vanguard (US) |
| Category | Commodity | Equity |
| Style | Commodities | Large Cap Value |
| Inception | Feb 9, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 10, 2022 to Sep 18, 2026 (4.6 years).
HGER 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 4.6 years both funds cover.
HGER vs VYM Performance
Harbor Commodity All Weather Strategy ETF (HGER) is an ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HGER returned +51.18% while VYM returned +15.34%. Year to date, HGER is up 45.69% versus a gain of 11.35% for VYM.
Over three years, HGER compounded at +21.99% per year against +17.22% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 13.7% for HGER. 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 -23.3% for HGER 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 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HGER charges 0.68% per year while VYM charges 0.04%. On a $10,000 position that is $68 vs $4 annually, a gap of $64 per year that compounds over a long holding period. On income, HGER currently yields 5.00% against 2.22% for VYM.
You are not choosing between two funds in isolation.
Whichever of HGER 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, HGER or VYM?
HGER has an expense ratio of 0.68% while VYM charges 0.04%. VYM is the cheaper option, by $64 a year on a $10,000 investment.
Which performed better, HGER or VYM?
Over the past year HGER returned +51.18% vs +15.34% for VYM, so HGER leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HGER or VYM?
VYM has been the more volatile fund at 13.9% annualized versus 13.7% for HGER. Worst drawdown: HGER -23.3% vs VYM -15.8%.
Should I hold both HGER and VYM?
HGER and VYM have a monthly-return correlation of 0.38, 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, HGER or VYM?
HGER yields 5.00% while VYM yields 2.22%, so HGER currently pays the higher dividend yield.
Is VYM better than HGER?
VYM has a lower expense ratio. HGER led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.