KSPY 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

MetricKSPYVYMWinner
Expense Ratio0.88%0.04%
AUM$121M$79.0B
Dividend Yield5.82%2.86%
Holdings4568
YTD Return+8.72%+16.10%
1Y Return+16.44%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)5.6%14.6%
Max Drawdown-11.7%-58.8%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionJul 16, 2024Nov 10, 2006

KSPY vs VYM Performance

KraneShares Hedgeye Hedged Equity Index ETF (KSPY) is a ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KSPY returned +16.44% while VYM returned +25.99%. Year to date, KSPY is up 8.72% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.6% for KSPY. 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 -11.7% for KSPY 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

KSPY charges 0.88% per year while VYM charges 0.04%. On a $10,000 position that is $88 vs $4 annually, a gap of $84 per year that compounds over a long holding period. On income, KSPY currently yields 5.82% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

KSPY 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, KSPY or VYM?

KSPY has an expense ratio of 0.88% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $84 per year of difference.

Which performed better, KSPY or VYM?

Over the past year KSPY returned +16.44% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), KSPY annualized +12.94% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, KSPY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 5.6% for KSPY. Worst drawdown: KSPY -11.7% vs VYM -58.8%.

Should I hold both KSPY and VYM?

KSPY and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KSPY and VYM?

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

Which pays a higher dividend, KSPY or VYM?

KSPY yields 5.82% while VYM yields 2.86%, so KSPY currently pays the higher dividend yield.

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