MLPD 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

MetricMLPDVYMWinner
Expense Ratio0.60%0.04%
AUM$29M$79.0B
Dividend Yield13.51%2.86%
Holdings4568
YTD Return+3.44%+15.80%
1Y Return+10.09%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)7.0%14.6%
Max Drawdown-13.8%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMay 7, 2024Nov 10, 2006

MLPD vs VYM Performance

Global X MLP & Energy Infrastructure Covered Call ETF (MLPD) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MLPD returned +10.09% while VYM returned +26.12%. Year to date, MLPD is up 3.44% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.0% for MLPD. 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 -13.8% for MLPD 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MLPD charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, MLPD currently yields 13.51% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

MLPD and VYM share 1 holdings out of 558 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MLPDWeight in VYMDifference
OMC103.91%0.12%103.79%

Frequently Asked Questions

Which is cheaper, MLPD or VYM?

MLPD has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, MLPD or VYM?

Over the past year MLPD returned +10.09% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), MLPD annualized +10.89% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, MLPD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.0% for MLPD. Worst drawdown: MLPD -13.8% vs VYM -58.8%.

Should I hold both MLPD and VYM?

MLPD and VYM have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MLPD and VYM?

MLPD and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 558 unique securities.

Which pays a higher dividend, MLPD or VYM?

MLPD yields 13.51% while VYM yields 2.86%, so MLPD currently pays the higher dividend yield.

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