MILK 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

MetricMILKVYMWinner
Expense Ratio0.49%0.04%
AUM$18M$79.0B
Dividend Yield6.95%2.86%
Holdings104568
YTD Return-1.47%+16.53%
1Y Return-0.80%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)5.4%14.6%
Max Drawdown-6.2%-58.8%
Fund FamilyPacer ETFsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 17, 2024Nov 10, 2006

MILK vs VYM Performance

Pacer US Cash Cows Bond ETF (MILK) is a ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MILK returned -0.80% while VYM returned +25.03%. Year to date, MILK is down 1.47% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.4% for MILK. 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 -6.2% for MILK 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MILK charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, MILK currently yields 6.95% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

MILK and VYM share 0 holdings out of 660 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, MILK or VYM?

MILK has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, MILK or VYM?

Over the past year MILK returned -0.80% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), MILK annualized +1.94% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, MILK or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 5.4% for MILK. Worst drawdown: MILK -6.2% vs VYM -58.8%.

Should I hold both MILK and VYM?

MILK and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MILK and VYM?

MILK and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 660 unique securities.

Which pays a higher dividend, MILK or VYM?

MILK yields 6.95% while VYM yields 2.86%, so MILK currently pays the higher dividend yield.

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