MINV vs VYM
Matthews Asia Innovators Active ETF vs Vanguard High Dividend Yield ETF
Which is better, MINV or VYM?
Each has led over a different period.
VYM has a lower expense ratio. MINV led over 1Y and 3Y, VYM over 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 | MINV | VYM |
|---|---|---|
| Expense Ratio | 0.79% | 0.04%Best |
| AUM | $151M | $95.8B |
| Dividend Yield | 1.22% | 2.23% |
| Holdings | 67 | 610 |
| YTD Return | +19.09%Best | +16.00% |
| 1Y Return | +21.43%Best | +18.97% |
| 3Y Return (annualized) | +25.15%Best | +20.46% |
| 5Y Return (annualized) | - | +11.54% |
| Volatility (annualized) | 27.5% | 13.5%Best |
| Max Drawdown | -30.0% | -14.5%Best |
| $10,000 over 4.3 years | $17,740 | $18,513Best |
| Fund Family | Matthews Asia Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 13, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: Jul 14, 2022 to Nov 11, 2026 (4.3 years).
MINV 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 4.3 years both funds cover.
MINV vs VYM Performance
Matthews Asia Innovators Active ETF (MINV) is an ETF from Matthews Asia Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MINV returned +21.43% while VYM returned +18.97%. Year to date, MINV is up 19.09% versus a gain of 16.00% for VYM.
Over three years, MINV compounded at +25.15% per year against +20.46% for VYM. Across the full 4-year window we track, VYM has the edge at +15.40% annualized vs +14.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MINV has been the more volatile fund, with annualized monthly volatility of 27.5% compared with 13.5% 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 -30.0% for MINV and -14.5% 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 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MINV 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, MINV currently yields 1.22% against 2.23% for VYM.
Holdings Overlap
We hold position weights for 53 holdings in MINV and 602 in VYM, totalling 87.2% and 100.0% 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 53 positions we hold weights for in MINV and 602 in VYM, against full books of 67 and 610.
You are not choosing between two funds in isolation.
Whichever of MINV 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, MINV or VYM?
MINV 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, MINV or VYM?
Over the past year MINV returned +21.43% vs +18.97% for VYM, so MINV leads on 1-year performance. Over the longest common window we track (4 years), MINV annualized +14.26% vs +15.40% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MINV or VYM?
MINV has been the more volatile fund at 27.5% annualized versus 13.5% for VYM. Worst drawdown: MINV -30.0% vs VYM -14.5%.
Should I hold both MINV and VYM?
MINV and VYM have a monthly-return correlation of 0.35, 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, MINV or VYM?
MINV yields 1.22% while VYM yields 2.23%, so VYM currently pays the higher dividend yield.
Is VYM better than MINV?
VYM has a lower expense ratio. MINV led over 1Y and 3Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.