MSOX vs VYM
AdvisorShares MSOS Daily Leveraged ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | MSOX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.04% | |
| AUM | $46M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 9 | 568 | |
| YTD Return | -47.71% | +16.10% | |
| 1Y Return | -73.39% | +25.99% | |
| 3Y Return (annualized) | -64.02% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 163.3% | 14.6% | |
| Max Drawdown | -99.8% | -58.8% | |
| Fund Family | AdvisorShares Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 23, 2022 | Nov 10, 2006 |
MSOX vs VYM Performance
AdvisorShares MSOS Daily Leveraged ETF (MSOX) is a ETF from AdvisorShares Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MSOX returned -73.39% while VYM returned +25.99%. Year to date, MSOX is down 47.71% versus a gain of 16.10% for VYM.
Over three years, MSOX compounded at -64.02% per year against +18.29% for VYM. Across the full 4-year window we track, VYM has the edge at +7.08% annualized vs -74.91%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 163.3% compared with 14.6% 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 -99.8% for MSOX 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MSOX charges 0.97% per year while VYM charges 0.04%. On a $10,000 position that is $97 vs $4 annually, a gap of $93 per year that compounds over a long holding period. On income, MSOX currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
MSOX and VYM share 0 holdings out of 560 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, MSOX or VYM?
MSOX has an expense ratio of 0.97% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, MSOX or VYM?
Over the past year MSOX returned -73.39% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), MSOX annualized -74.91% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, MSOX or VYM?
MSOX has been the more volatile fund at 163.3% annualized versus 14.6% for VYM. Worst drawdown: MSOX -99.8% vs VYM -58.8%.
Should I hold both MSOX and VYM?
MSOX and VYM have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MSOX and VYM?
MSOX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, MSOX or VYM?
MSOX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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