NMBL vs VYM

NMBL vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricNMBLVYMWinner
Expense Ratio1.99%0.04%
AUM$24M$81.6B
Dividend Yield0.90%2.24%
Holdings43616
YTD Return+6.89%+16.42%
1Y Return-+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-8.1%-58.8%
Fund FamilyNovaTideVanguard (US)
CategoryAllocation/BalancedEquity
InceptionOct 30, 2025Nov 10, 2006

NMBL vs VYM Performance

NovaTide Flexible Allocation ETF (NMBL) is a ETF from NovaTide and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, NMBL is up 6.89% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.1% for NMBL and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

NMBL charges 1.99% per year while VYM charges 0.04%. On a $10,000 position that is $199 vs $4 annually, a gap of $195 per year that compounds over a long holding period. On income, NMBL currently yields 0.90% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

NMBL and VYM share 0 holdings out of 644 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, NMBL or VYM?

NMBL has an expense ratio of 1.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $195 per year of difference.

What is the holdings overlap between NMBL and VYM?

NMBL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 644 unique securities.

Which pays a higher dividend, NMBL or VYM?

NMBL yields 0.90% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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