KRMA vs VYM

KRMA vs VYM

Which is better, KRMA or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. KRMA led over the full window, VYM over 1Y. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.8%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricKRMAVYM
Expense Ratio0.43%0.04%Best
AUM$118M$81.6B
Dividend Yield2.42%2.22%
Holdings145613
Volatility (annualized)15.9%14.3%Best
Max Drawdown-36.2%-35.7%Best
$10,000 over 10 years$33,438Best$25,749
Top 10 Weight31.8%26.1%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJul 11, 2016Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 62 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KRMA has data through Jul 21, 2026 and VYM through Sep 21, 2026.

Volatility and max drawdown, and the $10,000 over 10 years row, are measured over the window both funds cover: Jul 12, 2016 to Jul 21, 2026 (10 years).

Risk: Volatility and Drawdowns

KRMA has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.3% 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 -36.2% for KRMA and -35.7% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

KRMA charges 0.43% per year while VYM charges 0.04%. On a $10,000 position that is $43 vs $4 annually, a gap of $39 per year that compounds over a long holding period. On income, KRMA currently yields 2.42% against 2.22% for VYM.

Holdings Overlap

KRMA already in VYM38.6%
VYM already in KRMA48.9%

38.6% of KRMA's money is in holdings VYM also owns. 48.9% of VYM's money is in holdings KRMA also owns.

The two portfolios partly overlap.

The two holdings books were reported 92 days apart, KRMA as of Apr 30, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

72 positions in common, counted across the 143 positions we hold weights for in KRMA and 557 in VYM, against full books of 145 and 613.

What only one of them owns

Our book lists 456 positions for VYM that do not appear in our book for KRMA (48.1% of the fund), and 71 for KRMA that do not appear in VYM (61.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in KRMAWeight in VYMDifference
AVGOBroadcom Inc2.25%7.35%5.10%
JPMJpmorgan Chase0.49%3.82%3.33%
JNJJohnson & Johnson - Common0.49%2.51%2.02%
CSCOCisco Systems Inc. - Ordinary Shares0.57%1.86%1.29%
ABBVAbbvie Inc.0.52%1.80%1.28%
BACBank of America Corp.: Financials0.49%1.66%1.17%
UNHUnitedhealth Group Incorporated0.55%1.52%0.97%
CATCaterpillar, Inc.0.57%1.50%0.93%
CVXChevron Corp0.50%1.48%0.98%
KOCoca Cola Co.0.53%1.38%0.85%

48.9% of VYM is already inside KRMA.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KRMAVYM

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Frequently Asked Questions

Which is cheaper, KRMA or VYM?

KRMA has an expense ratio of 0.43% while VYM charges 0.04%. VYM is the cheaper option, by $39 a year on a $10,000 investment.

Which is riskier, KRMA or VYM?

KRMA has been the more volatile fund at 15.9% annualized versus 14.3% for VYM. Worst drawdown: KRMA -36.2% vs VYM -35.7%.

Should I hold both KRMA and VYM?

KRMA and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between KRMA and VYM?

48.9% of VYM's money is in holdings KRMA also owns. 48.9% of VYM's is in holdings KRMA also owns. They hold 72 positions in common, counted across the 143 positions we hold weights for in KRMA and 557 in VYM.

Which pays a higher dividend, KRMA or VYM?

KRMA yields 2.42% while VYM yields 2.22%, so KRMA currently pays the higher dividend yield.

Is VYM better than KRMA?

VYM has a lower expense ratio. KRMA led over the full window, VYM over 1Y. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.