NERD vs VYM
Roundhill Video Games ETF vs Vanguard High Dividend Yield ETF
Which is better, NERD or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 64.6%.
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 | NERD | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $15M | $81.6B |
| Dividend Yield | 0.67% | 2.22% |
| Holdings | 43 | 613 |
| YTD Return | -8.74% | +11.35%Best |
| 1Y Return | -21.93% | +15.34%Best |
| 3Y Return (annualized) | +16.88% | +17.22%Best |
| 5Y Return (annualized) | -2.29% | +12.30%Best |
| Volatility (annualized) | 22.5% | 15.2%Best |
| Max Drawdown | -65.6% | -35.7%Best |
| $10,000 over 5 years | $8,906 | $17,861Best |
| Top 10 Weight | 64.6% | 26.1%Best |
| Fund Family | Roundhill Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Jun 3, 2019 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2019 to Sep 18, 2026 (7.3 years).
NERD 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 7.3 years both funds cover.
NERD vs VYM Performance
Roundhill Video Games ETF (NERD) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NERD returned -21.93% while VYM returned +15.34%. Year to date, NERD is down 8.74% versus a gain of 11.35% for VYM.
Over three years, NERD compounded at +16.88% per year against +17.22% for VYM; over five years the annualized figures are -2.29% and +12.30% respectively. Across the full 7-year window we track, VYM has the edge at +11.41% annualized vs +6.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NERD has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 15.2% 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 -65.6% for NERD and -35.7% 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 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NERD charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, NERD currently yields 0.67% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 40 holdings in NERD and 557 in VYM, totalling 99.9% and 99.2% 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 40 positions we hold weights for in NERD and 557 in VYM, against full books of 43 and 613.
What only one of them owns
Our book lists 528 positions for VYM that do not appear in our book for NERD (97.1% of the fund), and 6 for NERD that do not appear in VYM (30.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of NERD 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, NERD or VYM?
NERD has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, NERD or VYM?
Over the past year NERD returned -21.93% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), NERD annualized +6.25% vs +11.41% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NERD or VYM?
NERD has been the more volatile fund at 22.5% annualized versus 15.2% for VYM. Worst drawdown: NERD -65.6% vs VYM -35.7%.
Should I hold both NERD and VYM?
NERD and VYM have a monthly-return correlation of 0.53, 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, NERD or VYM?
NERD yields 0.67% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than NERD?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 64.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.