HYKE vs VYM

HYKE vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricHYKEVYMWinner
Expense Ratio0.93%0.04%
AUM$1M$81.6B
Dividend Yield1.61%2.24%
Holdings4616
YTD Return+8.40%+14.66%
1Y Return+6.59%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)17.3%14.6%
Max Drawdown-21.6%-58.8%
Fund FamilyVestVanguard (US)
CategoryAlternativeEquity
InceptionJan 10, 2024Nov 10, 2006

HYKE vs VYM Performance

Vest 2 Year Interest Rate Hedge ETF (HYKE) is a ETF from Vest and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HYKE returned +6.59% while VYM returned +22.16%. Year to date, HYKE is up 8.40% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

HYKE has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -21.6% for HYKE 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 -0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HYKE charges 0.93% per year while VYM charges 0.04%. On a $10,000 position that is $93 vs $4 annually, a gap of $89 per year that compounds over a long holding period. On income, HYKE currently yields 1.61% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

HYKE and VYM share 0 holdings out of 604 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, HYKE or VYM?

HYKE has an expense ratio of 0.93% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $89 per year of difference.

Which performed better, HYKE or VYM?

Over the past year HYKE returned +6.59% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), HYKE annualized +6.26% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, HYKE or VYM?

HYKE has been the more volatile fund at 17.3% annualized versus 14.6% for VYM. Worst drawdown: HYKE -21.6% vs VYM -58.8%.

Should I hold both HYKE and VYM?

HYKE and VYM have a monthly-return correlation of -0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between HYKE and VYM?

HYKE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, HYKE or VYM?

HYKE yields 1.61% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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