HSBH vs VYM
HSBC Holdings PLC ADRhedged vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. HSBH delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | HSBH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.04% | |
| AUM | $1M | $79.0B | |
| Dividend Yield | 2.38% | 2.86% | |
| Holdings | 2 | 568 | |
| YTD Return | +31.79% | +16.53% | |
| 1Y Return | +64.92% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 18.0% | 14.6% | |
| Max Drawdown | -20.7% | -58.8% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 1, 2024 | Nov 10, 2006 |
HSBH vs VYM Performance
HSBC Holdings PLC ADRhedged (HSBH) is a ETF from ADRH and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HSBH returned +64.92% while VYM returned +25.03%. Year to date, HSBH is up 31.79% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
HSBH has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -20.7% for HSBH 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HSBH charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, HSBH currently yields 2.38% against 2.86% for VYM.
Holdings Overlap
HSBH and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HSBH or VYM?
HSBH has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, HSBH or VYM?
Over the past year HSBH returned +64.92% vs +25.03% for VYM, so HSBH leads on 1-year performance. Over the longest common window we track (2 years), HSBH annualized +59.36% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, HSBH or VYM?
HSBH has been the more volatile fund at 18.0% annualized versus 14.6% for VYM. Worst drawdown: HSBH -20.7% vs VYM -58.8%.
Should I hold both HSBH and VYM?
HSBH and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HSBH and VYM?
HSBH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, HSBH or VYM?
HSBH yields 2.38% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.