HTUS vs VYM
HTUS vs VYM
Hull Tactical US ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | HTUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.96% | 0.04% | |
| AUM | $154M | $79.0B | |
| Dividend Yield | 1.23% | 2.86% | |
| Holdings | 21 | 568 | |
| YTD Return | +15.60% | +15.80% | |
| 1Y Return | +13.06% | +26.12% | |
| 3Y Return (annualized) | +17.46% | +18.25% | |
| 5Y Return (annualized) | +6.29% | +12.51% | |
| Volatility (annualized) | 16.2% | 14.6% | |
| Max Drawdown | -50.7% | -58.8% | |
| Fund Family | Hull Tactical Asset Allocation, LLC | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 24, 2015 | Nov 10, 2006 |
HTUS vs VYM Performance
Hull Tactical US ETF (HTUS) is a ETF from Hull Tactical Asset Allocation, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HTUS returned +13.06% while VYM returned +26.12%. Year to date, HTUS is up 15.60% versus a gain of 15.80% for VYM.
Over three years, HTUS compounded at +17.46% per year against +18.25% for VYM; over five years the annualized figures are +6.29% and +12.51% respectively. Across the full 11-year window we track, VYM has the edge at +7.07% annualized vs +5.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HTUS has been the more volatile fund, with annualized monthly volatility of 16.2% 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 -50.7% for HTUS 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HTUS charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, HTUS currently yields 1.23% against 2.86% for VYM.
Holdings Overlap
HTUS and VYM share 0 holdings out of 560 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, HTUS or VYM?
HTUS has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, HTUS or VYM?
Over the past year HTUS returned +13.06% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), HTUS annualized +5.63% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, HTUS or VYM?
HTUS has been the more volatile fund at 16.2% annualized versus 14.6% for VYM. Worst drawdown: HTUS -50.7% vs VYM -58.8%.
Should I hold both HTUS and VYM?
HTUS and VYM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HTUS and VYM?
HTUS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, HTUS or VYM?
HTUS yields 1.23% 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.