MARZ vs VYM
TrueShares Structured Outcome March ETF vs Vanguard High Dividend Yield ETF
Which is better, MARZ or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
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
| Metric | MARZ | VYM |
|---|---|---|
| Expense Ratio | 0.79% | 0.04%Best |
| AUM | $33M | $81.6B |
| Dividend Yield | 3.03% | 2.22% |
| Holdings | 17 | 613 |
| YTD Return | +9.05% | +10.23%Best |
| 1Y Return | +7.76% | +14.28%Best |
| 3Y Return (annualized) | +13.71% | +17.50%Best |
| 5Y Return (annualized) | +8.58% | +11.60%Best |
| Volatility (annualized) | 11.0%Best | 13.4% |
| Max Drawdown | -18.9% | -15.8%Best |
| $10,000 over 5 years | $15,092 | $17,311Best |
| Fund Family | TrueShares | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Feb 26, 2021 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 1, 2021 to Sep 23, 2026 (5.6 years).
MARZ vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.6 years both funds cover.
MARZ vs VYM Performance
TrueShares Structured Outcome March ETF (MARZ) is an ETF from TrueShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MARZ returned +7.76% while VYM returned +14.28%. Year to date, MARZ is up 9.05% versus a gain of 10.23% for VYM.
Over three years, MARZ compounded at +13.71% per year against +17.50% for VYM; over five years the annualized figures are +8.58% and +11.60% respectively. Across the full 6-year window we track, VYM has the edge at +12.25% annualized vs +9.71%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 11.0% for MARZ. 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 -18.9% for MARZ and -15.8% 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MARZ charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, MARZ currently yields 3.03% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in MARZ and 557 in VYM, totalling 0.1% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in MARZ and 557 in VYM, against full books of 17 and 613.
You are not choosing between two funds in isolation.
Whichever of MARZ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MARZ or VYM?
MARZ has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option, by $75 a year on a $10,000 investment.
Which performed better, MARZ or VYM?
Over the past year MARZ returned +7.76% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), MARZ annualized +9.71% vs +12.25% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MARZ or VYM?
VYM has been the more volatile fund at 13.4% annualized versus 11.0% for MARZ. Worst drawdown: MARZ -18.9% vs VYM -15.8%.
Should I hold both MARZ and VYM?
MARZ and VYM have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MARZ or VYM?
MARZ yields 3.03% while VYM yields 2.22%, so MARZ currently pays the higher dividend yield.
Is VYM better than MARZ?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.