HRTS vs VYM
Tema Heart & Health ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. HRTS delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | HRTS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $55M | $79.0B | |
| Dividend Yield | 1.30% | 2.86% | |
| Holdings | 45 | 568 | |
| YTD Return | +6.68% | +16.53% | |
| 1Y Return | +36.62% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 17.5% | 14.6% | |
| Max Drawdown | -24.7% | -58.8% | |
| Fund Family | Tema Global Limited | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2023 | Nov 10, 2006 |
HRTS vs VYM Performance
Tema Heart & Health ETF (HRTS) is a ETF from Tema Global Limited and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HRTS returned +36.62% while VYM returned +25.03%. Year to date, HRTS is up 6.68% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
HRTS has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 14.6% 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 -24.7% for HRTS and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HRTS charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, HRTS currently yields 1.30% against 2.86% for VYM.
Holdings Overlap
HRTS and VYM share 9 holdings out of 593 unique holdings combined, representing a 10.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HRTS or VYM?
HRTS has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, HRTS or VYM?
Over the past year HRTS returned +36.62% vs +25.03% for VYM, so HRTS leads on 1-year performance. Over the longest common window we track (3 years), HRTS annualized +15.45% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, HRTS or VYM?
HRTS has been the more volatile fund at 17.5% annualized versus 14.6% for VYM. Worst drawdown: HRTS -24.7% vs VYM -58.8%.
Should I hold both HRTS and VYM?
HRTS and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HRTS and VYM?
HRTS and VYM share 9 common holdings with a 10.6% weight overlap. Combined, they hold 593 unique securities.
Which pays a higher dividend, HRTS or VYM?
HRTS yields 1.30% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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