KRMA 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

MetricKRMAVYMWinner
Expense Ratio0.43%0.04%
AUM$118M$79.0B
Dividend Yield2.42%2.86%
Holdings145568
YTD Return+10.19%+16.16%
1Y Return+19.76%+26.05%
3Y Return (annualized)+16.08%+18.43%
5Y Return (annualized)+9.89%+12.21%
Volatility (annualized)15.9%14.6%
Max Drawdown-36.2%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionJul 11, 2016Nov 10, 2006

KRMA vs VYM Performance

Global X Conscious Companies ETF (KRMA) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KRMA returned +19.76% while VYM returned +26.05%. Year to date, KRMA is up 10.19% versus a gain of 16.16% for VYM.

Over three years, KRMA compounded at +16.08% per year against +18.43% for VYM; over five years the annualized figures are +9.89% and +12.21% respectively. Across the full 10-year window we track, KRMA has the edge at +12.83% annualized vs +7.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KRMA has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -36.2% for KRMA 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 0.90. 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 2.86% for VYM.

Holdings Overlap

23.6%overlap

KRMA and VYM share 67 holdings out of 634 unique holdings combined, representing a 23.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KRMAWeight in VYMDifference
AVGO2.25%6.47%4.22%
JPM:US0.49%3.36%2.87%
JNJ0.49%2.62%2.13%
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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. On a $10,000 investment, that is $39 per year of difference.

Which performed better, KRMA or VYM?

Over the past year KRMA returned +19.76% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), KRMA annualized +12.83% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, KRMA or VYM?

KRMA has been the more volatile fund at 15.9% annualized versus 14.6% for VYM. Worst drawdown: KRMA -36.2% vs VYM -58.8%.

Should I hold both KRMA and VYM?

KRMA and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between KRMA and VYM?

KRMA and VYM share 67 common holdings with a 23.6% weight overlap. Combined, they hold 634 unique securities.

Which pays a higher dividend, KRMA or VYM?

KRMA yields 2.42% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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