KOLD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricKOLDVYMWinner
Expense Ratio0.95%0.04%
AUM$110M$79.0B
Dividend Yield0.00%2.86%
Holdings3568
YTD Return-23.18%+16.10%
1Y Return-13.16%+25.99%
3Y Return (annualized)+5.90%+18.29%
5Y Return (annualized)-29.40%+12.35%
Volatility (annualized)97.5%14.6%
Max Drawdown-99.5%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 4, 2011Nov 10, 2006

KOLD vs VYM Performance

ProShares UltraShort Bloomberg Natural Gas (KOLD) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KOLD returned -13.16% while VYM returned +25.99%. Year to date, KOLD is down 23.18% versus a gain of 16.10% for VYM.

Over three years, KOLD compounded at +5.90% per year against +18.29% for VYM; over five years the annualized figures are -29.40% and +12.35% respectively. Across the full 15-year window we track, VYM has the edge at +7.08% annualized vs -11.71%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KOLD has been the more volatile fund, with annualized monthly volatility of 97.5% 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 -99.5% for KOLD 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KOLD charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, KOLD currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

KOLD and VYM share 0 holdings out of 559 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, KOLD or VYM?

KOLD has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, KOLD or VYM?

Over the past year KOLD returned -13.16% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), KOLD annualized -11.71% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, KOLD or VYM?

KOLD has been the more volatile fund at 97.5% annualized versus 14.6% for VYM. Worst drawdown: KOLD -99.5% vs VYM -58.8%.

Should I hold both KOLD and VYM?

KOLD and VYM have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KOLD and VYM?

KOLD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, KOLD or VYM?

KOLD yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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