KLXY vs VYM

KLXY vs VYM

Which is better, KLXY or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 64.8%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: 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

MetricKLXYVYM
Expense Ratio0.69%0.04%Best
AUM$2M$81.6B
Dividend Yield0.84%2.24%
Holdings31613
Volatility (annualized)16.1%11.2%Best
Max Drawdown-26.6%-14.5%Best
$10,000 over 2.5 years$10,717$14,943Best
Top 10 Weight64.8%25.9%Best
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionSep 7, 2023Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 175 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KLXY has data through Mar 13, 2026 and VYM through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Sep 7, 2023 to Mar 13, 2026 (2.5 years).

Risk: Volatility and Drawdowns

KLXY has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 11.2% 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 -26.6% for KLXY 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

KLXY charges 0.69% per year while VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, KLXY currently yields 0.84% against 2.24% for VYM.

Holdings Overlap

KLXY already in VYM25.7%
VYM already in KLXY0.3%

25.7% of KLXY's money is in holdings VYM also owns. 0.3% of VYM's money is in holdings KLXY also owns.

KLXY and VYM share little of their money.

The two holdings books were reported 151 days apart, KLXY as of Jan 30, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

7 positions in common, counted across the 23 positions we hold weights for in KLXY and 603 in VYM, against full books of 31 and 613.

What only one of them owns

Our book lists 564 positions for VYM that do not appear in our book for KLXY (97.1% of the fund), and 1 for KLXY that do not appear in VYM (6.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in KLXYWeight in VYMDifference
ELEstee Lauder Cos., Inc.5.79%0.08%5.71%
TPRTapestry Inc.5.25%0.12%5.13%
RLRalph Lauren Corp. Class A4.96%0.06%4.90%
VFCVf3.45%0.02%3.43%
MTNVail Resorts Inc.2.38%0.02%2.36%
BBWIBath & Body Works Inc2.36%0.02%2.34%
SIG:LNSignet Jewelers Limited Common Shares1.54%0.01%1.53%

25.7% of KLXY is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KLXYVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KLXY or VYM?

KLXY has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option, by $65 a year on a $10,000 investment.

Which is riskier, KLXY or VYM?

KLXY has been the more volatile fund at 16.1% annualized versus 11.2% for VYM. Worst drawdown: KLXY -26.6% vs VYM -14.5%.

Should I hold both KLXY and VYM?

KLXY and VYM have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between KLXY and VYM?

25.7% of KLXY's money is in holdings VYM also owns. 0.3% of VYM's is in holdings KLXY also owns. They hold 7 positions in common, counted across the 23 positions we hold weights for in KLXY and 603 in VYM.

Which pays a higher dividend, KLXY or VYM?

KLXY yields 0.84% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than KLXY?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 64.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.