KMLM vs VYM

KMLM vs VYM

Which is better, KMLM or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. KMLM led over 1Y, VYM over 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: split

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

MetricKMLMVYM
Expense Ratio0.90%0.04%Best
AUM$423M$81.6B
Dividend Yield4.47%2.22%
Holdings32613
YTD Return+18.05%Best+13.08%
1Y Return+19.97%Best+17.46%
3Y Return (annualized)+0.45%+17.73%Best
5Y Return (annualized)+6.85%+12.22%Best
Volatility (annualized)12.8%Best13.3%
Max Drawdown-27.5%-15.8%Best
$10,000 over 5 years$13,927$17,797Best
Fund FamilyKraneSharesVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionDec 1, 2020Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 2, 2020 to Sep 14, 2026 (5.8 years).

KMLM 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 5.8 years both funds cover.

KMLM vs VYM Performance

KraneShares Mount Lucas Managed Futures Index Strategy ETF (KMLM) is an ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year KMLM returned +19.97% while VYM returned +17.46%. Year to date, KMLM is up 18.05% versus a gain of 13.08% for VYM.

Over three years, KMLM compounded at +0.45% per year against +17.73% for VYM; over five years the annualized figures are +6.85% and +12.22% respectively. Across the full 6-year window we track, VYM has the edge at +13.61% annualized vs +8.16%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.8% for KMLM. 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 -27.5% for KMLM 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 -0.26. They move largely independently of each other.

Fees and Cost Over Time

KMLM charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, KMLM currently yields 4.47% against 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of KMLM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

KMLMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KMLM or VYM?

KMLM has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, KMLM or VYM?

Over the past year KMLM returned +19.97% vs +17.46% for VYM, so KMLM leads on 1-year performance. Over the longest common window we track (6 years), KMLM annualized +8.16% vs +13.61% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KMLM or VYM?

VYM has been the more volatile fund at 13.3% annualized versus 12.8% for KMLM. Worst drawdown: KMLM -27.5% vs VYM -15.8%.

Should I hold both KMLM and VYM?

KMLM and VYM have a monthly-return correlation of -0.26, 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, KMLM or VYM?

KMLM yields 4.47% while VYM yields 2.22%, so KMLM currently pays the higher dividend yield.

Is VYM better than KMLM?

VYM has a lower expense ratio. KMLM led over 1Y, VYM over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.