MYCH 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

MetricMYCHVYMWinner
Expense Ratio0.15%0.04%
AUM$697M$79.0B
Dividend Yield4.39%2.86%
Holdings348568
YTD Return+1.12%+16.53%
1Y Return+3.39%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)1.8%14.6%
Max Drawdown-1.4%-58.8%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 23, 2024Nov 10, 2006

MYCH vs VYM Performance

State Street My2028 Corporate Bond ETF (MYCH) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MYCH returned +3.39% while VYM returned +25.03%. Year to date, MYCH is up 1.12% 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 1.8% for MYCH. 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 -1.4% for MYCH 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MYCH charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, MYCH currently yields 4.39% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

MYCH and VYM share 1 holdings out of 871 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MYCHWeight in VYMDifference
HUBB0.02%0.12%0.10%

Frequently Asked Questions

Which is cheaper, MYCH or VYM?

MYCH has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, MYCH or VYM?

Over the past year MYCH returned +3.39% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), MYCH annualized +3.97% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, MYCH or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 1.8% for MYCH. Worst drawdown: MYCH -1.4% vs VYM -58.8%.

Should I hold both MYCH and VYM?

MYCH and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MYCH and VYM?

MYCH and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 871 unique securities.

Which pays a higher dividend, MYCH or VYM?

MYCH yields 4.39% while VYM yields 2.86%, so MYCH currently pays the higher dividend yield.

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