NITE vs VYM

NITE vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricNITEVYMWinner
Expense Ratio1.25%0.04%
AUM$33M$81.6B
Dividend Yield0.00%2.24%
Holdings22616
YTD Return+7.07%+15.75%
1Y Return+21.16%+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)19.9%14.6%
Max Drawdown-29.6%-58.8%
Fund FamilyNightview CapitalVanguard (US)
CategoryEquityEquity
InceptionJun 21, 2024Nov 10, 2006

NITE vs VYM Performance

The Nightview Fund ETF (NITE) is a ETF from Nightview Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NITE returned +21.16% while VYM returned +23.85%. Year to date, NITE is up 7.07% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

NITE has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -29.6% for NITE 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NITE charges 1.25% per year while VYM charges 0.04%. On a $10,000 position that is $125 vs $4 annually, a gap of $121 per year that compounds over a long holding period. On income, NITE currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

3.8%overlap

NITE and VYM share 5 holdings out of 618 unique holdings combined, representing a 3.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NITEWeight in VYMDifference
GS4.66%1.15%3.51%
MS4.70%0.97%3.73%
BLK4.52%0.61%3.91%
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ORCLProProPro
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Frequently Asked Questions

Which is cheaper, NITE or VYM?

NITE has an expense ratio of 1.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $121 per year of difference.

Which performed better, NITE or VYM?

Over the past year NITE returned +21.16% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NITE annualized +23.97% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, NITE or VYM?

NITE has been the more volatile fund at 19.9% annualized versus 14.6% for VYM. Worst drawdown: NITE -29.6% vs VYM -58.8%.

Should I hold both NITE and VYM?

NITE and VYM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NITE and VYM?

NITE and VYM share 5 common holdings with a 3.8% weight overlap. Combined, they hold 618 unique securities.

Which pays a higher dividend, NITE or VYM?

NITE yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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