KURE 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

MetricKUREVYMWinner
Expense Ratio0.65%0.04%
AUM$98M$79.0B
Dividend Yield4.50%2.86%
Holdings54568
YTD Return+7.62%+16.16%
1Y Return+0.87%+26.05%
3Y Return (annualized)+3.79%+18.43%
5Y Return (annualized)-10.36%+12.21%
Volatility (annualized)28.2%14.6%
Max Drawdown-68.5%-58.8%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionJan 31, 2018Nov 10, 2006

KURE vs VYM Performance

KraneShares MSCI All China Health Care Index ETF (KURE) is a ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KURE returned +0.87% while VYM returned +26.05%. Year to date, KURE is up 7.62% versus a gain of 16.16% for VYM.

Over three years, KURE compounded at +3.79% per year against +18.43% for VYM; over five years the annualized figures are -10.36% and +12.21% respectively. Across the full 9-year window we track, VYM has the edge at +7.09% annualized vs -0.95%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KURE has been the more volatile fund, with annualized monthly volatility of 28.2% 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 -68.5% for KURE 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KURE charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, KURE currently yields 4.50% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

KURE and VYM share 0 holdings out of 603 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, KURE or VYM?

KURE has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, KURE or VYM?

Over the past year KURE returned +0.87% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), KURE annualized -0.95% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, KURE or VYM?

KURE has been the more volatile fund at 28.2% annualized versus 14.6% for VYM. Worst drawdown: KURE -68.5% vs VYM -58.8%.

Should I hold both KURE and VYM?

KURE and VYM have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KURE and VYM?

KURE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 603 unique securities.

Which pays a higher dividend, KURE or VYM?

KURE yields 4.50% while VYM yields 2.86%, so KURE currently pays the higher dividend yield.

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