HIS vs VYM

HIS vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricHISVYMWinner
Expense Ratio0.54%0.04%
AUM$15M$81.6B
Dividend Yield0.00%2.24%
Holdings46616
YTD Return+5.78%+15.75%
1Y Return-+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)-14.6%
Max Drawdown-6.4%-58.8%
Fund FamilyHumilis Investment Strategies, LLCVanguard (US)
CategoryEquityEquity
InceptionMay 18, 2026Nov 10, 2006

HIS vs VYM Performance

Humilis US Focused Opportunities ETF (HIS) is a ETF from Humilis Investment Strategies, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, HIS is up 5.78% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.4% for HIS 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

HIS charges 0.54% per year while VYM charges 0.04%. On a $10,000 position that is $54 vs $4 annually, a gap of $50 per year that compounds over a long holding period. On income, HIS currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

20.5%overlap

HIS and VYM share 19 holdings out of 630 unique holdings combined, representing a 20.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HISWeight in VYMDifference
AVGO3.29%7.29%4.00%
JPM2.09%3.38%1.29%
UNH3.90%1.56%2.34%
GSProProPro
BACProProPro
XOMProProPro
JNJProProPro
ORCLProProPro
GILDProProPro
CVXProProPro
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Frequently Asked Questions

Which is cheaper, HIS or VYM?

HIS has an expense ratio of 0.54% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

What is the holdings overlap between HIS and VYM?

HIS and VYM share 19 common holdings with a 20.5% weight overlap. Combined, they hold 630 unique securities.

Which pays a higher dividend, HIS or VYM?

HIS yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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