HYSD vs VYM

HYSD vs VYM

Which is better, HYSD or VYM?

Investment Grade Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricHYSDVYM
Expense Ratio0.44%0.04%Best
AUM$107M$81.6B
Dividend Yield5.86%2.22%
Holdings294613
YTD Return+1.65%+10.23%Best
1Y Return+2.98%+14.28%Best
3Y Return (annualized)-+17.50%
5Y Return (annualized)-+11.60%
Volatility (annualized)2.2%Best10.9%
Max Drawdown-2.7%Best-14.5%
$10,000 over 2 years$10,979$13,216Best
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryFixed IncomeEquity
StyleInvestment Grade BondLarge Cap Value
InceptionSep 5, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 5, 2024 to Sep 23, 2026 (2 years).

HYSD 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 2 years both funds cover.

HYSD vs VYM Performance

Columbia Short Duration High Yield ETF (HYSD) is an ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HYSD returned +2.98% while VYM returned +14.28%. Year to date, HYSD is up 1.65% versus a gain of 10.23% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.9% compared with 2.2% for HYSD. 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 -2.7% for HYSD 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HYSD charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, HYSD currently yields 5.86% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 246 holdings in HYSD and 557 in VYM, totalling 82.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 246 positions we hold weights for in HYSD and 557 in VYM, against full books of 294 and 613.

You are not choosing between two funds in isolation.

Whichever of HYSD and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HYSDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HYSD or VYM?

HYSD has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, HYSD or VYM?

Over the past year HYSD returned +2.98% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), HYSD annualized +4.78% vs +14.96% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HYSD or VYM?

VYM has been the more volatile fund at 10.9% annualized versus 2.2% for HYSD. Worst drawdown: HYSD -2.7% vs VYM -14.5%.

Should I hold both HYSD and VYM?

HYSD and VYM have a monthly-return correlation of 0.77, 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, HYSD or VYM?

HYSD yields 5.86% while VYM yields 2.22%, so HYSD currently pays the higher dividend yield.

Is VYM better than HYSD?

VYM has a lower expense ratio. VYM 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.