KAPR vs VYM
Innovator US Small Cap Power Buffer ETF - April vs Vanguard High Dividend Yield ETF
Which is better, KAPR or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y 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 | KAPR | VYM |
|---|---|---|
| Expense Ratio | 0.79% | 0.04%Best |
| AUM | $216M | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 12 | 613 |
| YTD Return | +13.00% | +13.15%Best |
| 1Y Return | +17.57% | +17.82%Best |
| 3Y Return (annualized) | +13.37% | +17.99%Best |
| 5Y Return (annualized) | +7.85% | +12.16%Best |
| Volatility (annualized) | 10.0%Best | 13.6% |
| Max Drawdown | -16.9% | -15.8%Best |
| $10,000 over 5 years | $14,592 | $17,750Best |
| Fund Family | Innovator ETFs Trust | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Mar 31, 2020 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 1, 2020 to Sep 10, 2026 (6.4 years).
KAPR 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 6.4 years both funds cover.
KAPR vs VYM Performance
Innovator US Small Cap Power Buffer ETF - April (KAPR) is an ETF from Innovator ETFs Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year KAPR returned +17.57% while VYM returned +17.82%. Year to date, KAPR is up 13.00% versus a gain of 13.15% for VYM.
Over three years, KAPR compounded at +13.37% per year against +17.99% for VYM; over five years the annualized figures are +7.85% and +12.16% respectively. Across the full 6-year window we track, VYM has the edge at +17.33% annualized vs +9.52%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.0% for KAPR. 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 -16.9% for KAPR and -15.8% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KAPR charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, KAPR currently yields 0.00% against 2.22% for VYM.
You are not choosing between two funds in isolation.
Whichever of KAPR 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, KAPR or VYM?
KAPR has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option, by $75 a year on a $10,000 investment.
Which performed better, KAPR or VYM?
Over the past year KAPR returned +17.57% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), KAPR annualized +9.52% vs +17.33% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KAPR or VYM?
VYM has been the more volatile fund at 13.6% annualized versus 10.0% for KAPR. Worst drawdown: KAPR -16.9% vs VYM -15.8%.
Should I hold both KAPR and VYM?
KAPR and VYM have a monthly-return correlation of 0.75, 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, KAPR or VYM?
KAPR yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than KAPR?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.