LQ vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricLQVYMWinner
Expense Ratio0.15%0.04%
AUM$2M$79.0B
Dividend Yield0.21%2.86%
Holdings0568
YTD Return-3.04%+16.53%
1Y Return-+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)-14.6%
Max Drawdown-6.6%-58.8%
Fund FamilySimplify Exchange Traded FundsVanguard (US)
CategoryAlternativeEquity
InceptionMay 4, 2026Nov 10, 2006

LQ vs VYM Performance

Simplify Tax Aware Alternatives ETF (LQ) is a ETF from Simplify Exchange Traded Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, LQ is down 3.04% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -6.6% for LQ and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

LQ charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, LQ currently yields 0.21% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, LQ or VYM?

LQ has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which pays a higher dividend, LQ or VYM?

LQ yields 0.21% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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