KOID vs VYM

KOID vs VYM
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Quick Verdict

VYM has a lower expense ratio. KOID delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: KOIDMore Diversified: VYM

Side-by-Side Comparison

MetricKOIDVYMWinner
Expense Ratio0.69%0.04%
AUM$318M$81.6B
Dividend Yield0.75%2.24%
Holdings57616
YTD Return+17.69%+15.75%
1Y Return+33.62%+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)32.0%14.6%
Max Drawdown-19.6%-58.8%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionAug 1, 2020Nov 10, 2006

KOID vs VYM Performance

KraneShares Global Humanoid Robotics and Physical AI Index ETF (KOID) is a ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KOID returned +33.62% while VYM returned +23.85%. Year to date, KOID is up 17.69% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

KOID has been the more volatile fund, with annualized monthly volatility of 32.0% 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 -19.6% for KOID 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KOID 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, KOID currently yields 0.75% against 2.24% for VYM.

Holdings Overlap

2.3%overlap

KOID and VYM share 4 holdings out of 648 unique holdings combined, representing a 2.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KOIDWeight in VYMDifference
TXN2.01%1.13%0.88%
ADI1.92%0.80%1.12%
NXPI1.89%0.29%1.60%
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Frequently Asked Questions

Which is cheaper, KOID or VYM?

KOID 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, KOID or VYM?

Over the past year KOID returned +33.62% vs +23.85% for VYM, so KOID leads on 1-year performance. Over the longest common window we track (1 years), KOID annualized +41.75% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, KOID or VYM?

KOID has been the more volatile fund at 32.0% annualized versus 14.6% for VYM. Worst drawdown: KOID -19.6% vs VYM -58.8%.

Should I hold both KOID and VYM?

KOID and VYM have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KOID and VYM?

KOID and VYM share 4 common holdings with a 2.3% weight overlap. Combined, they hold 648 unique securities.

Which pays a higher dividend, KOID or VYM?

KOID yields 0.75% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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