HIGH vs VYM

HIGH vs VYM

Which is better, HIGH or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricHIGHVYM
Expense Ratio0.50%0.04%Best
AUM$63M$81.6B
Dividend Yield6.55%2.22%
Holdings18613
YTD Return-0.70%+11.35%Best
1Y Return-2.26%+15.34%Best
3Y Return (annualized)+2.19%+17.22%Best
5Y Return (annualized)-+12.30%
Volatility (annualized)6.1%Best11.7%
Max Drawdown-9.5%Best-14.5%
$10,000 over 3.9 years$11,371$16,630Best
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionOct 27, 2022Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 28, 2022 to Sep 18, 2026 (3.9 years).

HIGH 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 3.9 years both funds cover.

HIGH vs VYM Performance

Simplify Enhanced Income ETF (HIGH) is an ETF from Simplify Exchange Traded Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HIGH returned -2.26% while VYM returned +15.34%. Year to date, HIGH is down 0.70% versus a gain of 11.35% for VYM.

Over three years, HIGH compounded at +2.19% per year against +17.22% for VYM. Across the full 4-year window we track, VYM has the edge at +13.93% annualized vs +3.35%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 6.1% for HIGH. 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 -9.5% for HIGH 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 0.00. They move largely independently of each other.

Fees and Cost Over Time

HIGH 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, HIGH currently yields 6.55% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in HIGH and 557 in VYM, totalling 87.9% and 99.2% 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 1 positions we hold weights for in HIGH and 557 in VYM, against full books of 18 and 613.

You are not choosing between two funds in isolation.

Whichever of HIGH and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HIGHVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HIGH or VYM?

HIGH 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, HIGH or VYM?

Over the past year HIGH returned -2.26% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), HIGH annualized +3.35% vs +13.93% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HIGH or VYM?

VYM has been the more volatile fund at 11.7% annualized versus 6.1% for HIGH. Worst drawdown: HIGH -9.5% vs VYM -14.5%.

Should I hold both HIGH and VYM?

HIGH and VYM have a monthly-return correlation of 0.00, 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, HIGH or VYM?

HIGH yields 6.55% while VYM yields 2.22%, so HIGH currently pays the higher dividend yield.

Is VYM better than HIGH?

VYM has a lower expense ratio. VYM 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.