KDRN vs VYM
Kingsbarn Tactical Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, KDRN or VYM?
Long Term Low Quality against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y 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 | KDRN | VYM |
|---|---|---|
| Expense Ratio | 0.62% | 0.04%Best |
| AUM | $1M | $81.6B |
| Dividend Yield | 3.34% | 2.22% |
| Holdings | 6 | 613 |
| YTD Return | -1.46% | +10.23%Best |
| 1Y Return | -1.38% | +14.28%Best |
| 3Y Return (annualized) | +3.08% | +17.50%Best |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 7.0%Best | 13.8% |
| Max Drawdown | -15.3%Best | -15.8% |
| $10,000 over 4.8 years | $10,116 | $16,517Best |
| Top 10 Weight | - | 26.1% |
| Fund Family | Kingsbarn Capital Management | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Low Quality | Large Cap Value |
| Inception | Dec 19, 2021 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 21, 2021 to Sep 23, 2026 (4.8 years).
KDRN 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 4.8 years both funds cover.
KDRN vs VYM Performance
Kingsbarn Tactical Bond ETF (KDRN) is an ETF from Kingsbarn Capital Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year KDRN returned -1.38% while VYM returned +14.28%. Year to date, KDRN is down 1.46% versus a gain of 10.23% for VYM.
Over three years, KDRN compounded at +3.08% per year against +17.50% 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 13.8% compared with 7.0% for KDRN. 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 -15.3% for KDRN 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 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KDRN charges 0.62% per year while VYM charges 0.04%. On a $10,000 position that is $62 vs $4 annually, a gap of $58 per year that compounds over a long holding period. On income, KDRN currently yields 3.34% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 6 holdings in KDRN and 557 in VYM, totalling 95.2% 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 6 positions we hold weights for in KDRN and 557 in VYM, against full books of 6 and 613.
What only one of them owns
Measured across the 6 and 557 positions we hold weights for.
VYM holds 528 positions KDRN does not, 97.1% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
You are not choosing between two funds in isolation.
Whichever of KDRN 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, KDRN or VYM?
KDRN has an expense ratio of 0.62% while VYM charges 0.04%. VYM is the cheaper option, by $58 a year on a $10,000 investment.
Which performed better, KDRN or VYM?
Over the past year KDRN returned -1.38% vs +14.28% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KDRN or VYM?
VYM has been the more volatile fund at 13.8% annualized versus 7.0% for KDRN. Worst drawdown: KDRN -15.3% vs VYM -15.8%.
Should I hold both KDRN and VYM?
KDRN and VYM have a monthly-return correlation of 0.57, 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, KDRN or VYM?
KDRN yields 3.34% while VYM yields 2.22%, so KDRN currently pays the higher dividend yield.
Is VYM better than KDRN?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.