KLXY vs VYM

KLXY 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

MetricKLXYVYMWinner
Expense Ratio0.69%0.04%
AUM$2M$81.6B
Dividend Yield0.84%2.24%
Holdings31616
YTD Return-1.39%+16.42%
1Y Return+10.83%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)16.1%14.6%
Max Drawdown-26.6%-58.8%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionSep 7, 2023Nov 10, 2006

KLXY vs VYM Performance

KraneShares Global Luxury Index ETF (KLXY) is a ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KLXY returned +10.83% while VYM returned +24.22%. Year to date, KLXY is down 1.39% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

KLXY has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -26.6% for KLXY 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

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

0.3%overlap

KLXY and VYM share 7 holdings out of 619 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KLXYWeight in VYMDifference
EL5.79%0.08%5.71%
TPR5.25%0.12%5.13%
RL4.96%0.06%4.90%
VFCProProPro
MTNProProPro
BBWIProProPro
SIG:LNProProPro
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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. On a $10,000 investment, that is $65 per year of difference.

Which performed better, KLXY or VYM?

Over the past year KLXY returned +10.83% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), KLXY annualized +2.81% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, KLXY or VYM?

KLXY has been the more volatile fund at 16.1% annualized versus 14.6% for VYM. Worst drawdown: KLXY -26.6% vs VYM -58.8%.

Should I hold both KLXY and VYM?

KLXY and VYM have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KLXY and VYM?

KLXY and VYM share 7 common holdings with a 0.3% weight overlap. Combined, they hold 619 unique securities.

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.

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