KEUA vs VYM

KEUA 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

MetricKEUAVYMWinner
Expense Ratio0.87%0.04%
AUM$5M$81.6B
Dividend Yield2.82%2.24%
Holdings7616
YTD Return-19.94%+16.42%
1Y Return+4.65%+24.22%
3Y Return (annualized)-7.86%+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)33.8%14.6%
Max Drawdown-49.2%-58.8%
Fund FamilyKraneSharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 4, 2021Nov 10, 2006

KEUA vs VYM Performance

KraneShares European Carbon Allowance Strategy ETF (KEUA) is a ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KEUA returned +4.65% while VYM returned +24.22%. Year to date, KEUA is down 19.94% versus a gain of 16.42% for VYM.

Over three years, KEUA compounded at -7.86% per year against +19.03% for VYM. Across the full 4-year window we track, VYM has the edge at +7.10% annualized vs +0.73%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KEUA has been the more volatile fund, with annualized monthly volatility of 33.8% 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 -49.2% for KEUA 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KEUA charges 0.87% per year while VYM charges 0.04%. On a $10,000 position that is $87 vs $4 annually, a gap of $83 per year that compounds over a long holding period. On income, KEUA currently yields 2.82% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

KEUA and VYM share 0 holdings out of 605 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, KEUA or VYM?

KEUA has an expense ratio of 0.87% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $83 per year of difference.

Which performed better, KEUA or VYM?

Over the past year KEUA returned +4.65% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), KEUA annualized +0.73% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, KEUA or VYM?

KEUA has been the more volatile fund at 33.8% annualized versus 14.6% for VYM. Worst drawdown: KEUA -49.2% vs VYM -58.8%.

Should I hold both KEUA and VYM?

KEUA and VYM have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KEUA and VYM?

KEUA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, KEUA or VYM?

KEUA yields 2.82% while VYM yields 2.24%, so KEUA currently pays the higher dividend yield.

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