KOMP vs VYM

KOMP vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: KOMPMore Diversified: VYM

Side-by-Side Comparison

MetricKOMPVYMWinner
Expense Ratio0.20%0.04%
AUM$2.8B$81.6B
Dividend Yield1.58%2.24%
Holdings508616
YTD Return+16.67%+16.42%
1Y Return+27.13%+24.22%
3Y Return (annualized)+19.68%+19.03%
5Y Return (annualized)+4.05%+12.21%
Volatility (annualized)25.0%14.6%
Max Drawdown-50.1%-58.8%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 19, 2018Nov 10, 2006

KOMP vs VYM Performance

State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KOMP returned +27.13% while VYM returned +24.22%. Year to date, KOMP is up 16.67% versus a gain of 16.42% for VYM.

Over three years, KOMP compounded at +19.68% per year against +19.03% for VYM; over five years the annualized figures are +4.05% and +12.21% respectively. Across the full 8-year window we track, KOMP has the edge at +12.93% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KOMP has been the more volatile fund, with annualized monthly volatility of 25.0% 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 -50.1% for KOMP 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KOMP charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, KOMP currently yields 1.58% against 2.24% for VYM.

Holdings Overlap

6.5%overlap

KOMP and VYM share 59 holdings out of 1047 unique holdings combined, representing a 6.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KOMPWeight in VYMDifference
AVGO0.11%7.29%7.18%
JNJ0.10%2.54%2.44%
CSCO0.34%1.93%1.59%
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Frequently Asked Questions

Which is cheaper, KOMP or VYM?

KOMP has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, KOMP or VYM?

Over the past year KOMP returned +27.13% vs +24.22% for VYM, so KOMP leads on 1-year performance. Over the longest common window we track (8 years), KOMP annualized +12.93% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, KOMP or VYM?

KOMP has been the more volatile fund at 25.0% annualized versus 14.6% for VYM. Worst drawdown: KOMP -50.1% vs VYM -58.8%.

Should I hold both KOMP and VYM?

KOMP and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KOMP and VYM?

KOMP and VYM share 59 common holdings with a 6.5% weight overlap. Combined, they hold 1047 unique securities.

Which pays a higher dividend, KOMP or VYM?

KOMP yields 1.58% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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