HSBH vs VYM
HSBC Holdings PLC ADRhedged vs Vanguard High Dividend Yield ETF
Which is better, HSBH or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. HSBH led over 1Y 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 | HSBH | VYM |
|---|---|---|
| Expense Ratio | 0.19% | 0.04%Best |
| AUM | $1M | $81.6B |
| Dividend Yield | 2.38% | 2.24% |
| Holdings | 2 | 613 |
| YTD Return | +34.96%Best | +15.29% |
| 1Y Return | +67.25%Best | +22.23% |
| 3Y Return (annualized) | - | +18.81% |
| 5Y Return (annualized) | - | +12.14% |
| Volatility (annualized) | 17.8% | 10.5%Best |
| Max Drawdown | -20.7% | -14.5%Best |
| $10,000 over 1.9 years | $24,133Best | $13,485 |
| Fund Family | ADRH | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Oct 1, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 7, 2024 to Sep 3, 2026 (1.9 years).
HSBH 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 1.9 years both funds cover.
HSBH vs VYM Performance
HSBC Holdings PLC ADRhedged (HSBH) is an ETF from ADRH and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HSBH returned +67.25% while VYM returned +22.23%. Year to date, HSBH is up 34.96% versus a gain of 15.29% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HSBH has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 10.5% 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 -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 0.49. They move together some of the time, and apart the rest.
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 2.24% for VYM.
Holdings Overlap
We hold position weights for 1 holding in HSBH and 603 in VYM, totalling 98.7% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 48 days apart, HSBH as of Aug 17, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 1 positions we hold weights for in HSBH and 603 in VYM, against full books of 2 and 613.
You are not choosing between two funds in isolation.
Whichever of HSBH 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, HSBH or VYM?
HSBH has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, HSBH or VYM?
Over the past year HSBH returned +67.25% vs +22.23% for VYM, so HSBH leads on 1-year performance. Over the longest common window we track (2 years), HSBH annualized +58.99% vs +17.04% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HSBH or VYM?
HSBH has been the more volatile fund at 17.8% annualized versus 10.5% for VYM. Worst drawdown: HSBH -20.7% vs VYM -14.5%.
Should I hold both HSBH and VYM?
HSBH and VYM have a monthly-return correlation of 0.49, 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, HSBH or VYM?
HSBH yields 2.38% while VYM yields 2.24%, so HSBH currently pays the higher dividend yield.
Is VYM better than HSBH?
VYM has a lower expense ratio. HSBH led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.