NRES vs VYM

NRES vs VYM

Which is better, NRES or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. NRES led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 36.8%.

Lower Fees: VYMHigher Returns: NRESLess Concentrated: VYM

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

MetricNRESVYM
Expense Ratio0.45%0.04%Best
AUM$38M$81.6B
Dividend Yield2.48%2.24%
Holdings61613
YTD Return+22.27%Best+14.82%
1Y Return+39.69%Best+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)16.4%10.3%Best
Max Drawdown-21.5%-14.5%Best
$10,000 over 2.5 years$15,474Best$15,173
Top 10 Weight36.8%25.9%Best
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionFeb 27, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Feb 27, 2024 to Sep 4, 2026 (2.5 years).

NRES 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 2.5 years both funds cover.

NRES vs VYM Performance

Xtrackers RREEF Global Natural Resources ETF (NRES) is an ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NRES returned +39.69% while VYM returned +20.84%. Year to date, NRES is up 22.27% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NRES has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 10.3% 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 -21.5% for NRES and -14.5% 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 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

NRES charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, NRES currently yields 2.48% against 2.24% for VYM.

Holdings Overlap

NRES already in VYM35.0%
VYM already in NRES7.1%

35.0% of NRES's money is in holdings VYM also owns. 7.1% of VYM's money is in holdings NRES also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 59 positions we hold weights for in NRES and 602 in VYM, against full books of 61 and 613.

What only one of them owns

Our book lists 545 positions for VYM that do not appear in our book for NRES (90.2% of the fund), and 9 for NRES that do not appear in VYM (17.3%).

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.

Top Shared Holdings

StockWeight in NRESWeight in VYMDifference
XOMExxon Mobil Corp3.80%2.36%1.44%
NEMNewmont Corp.4.60%0.41%4.19%
CVXChevron Corp.United States -Energy3.03%1.28%1.75%
SWR:IESmurfit WestRock PLC|3322.92%0.10%2.82%
PKGPackaging Corp. Of America2.11%0.09%2.02%
ADMArcher-Daniels-Midland Co.1.91%0.15%1.76%
ALBAlbemarle Corp.1.78%0.07%1.71%
ATRAptargroup Inc1.77%0.03%1.74%
VLOValero Energy Corp1.44%0.32%1.12%
BKRBaker Hughes Inc1.46%0.23%1.23%

35.0% of NRES is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NRESVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NRES or VYM?

NRES has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, NRES or VYM?

Over the past year NRES returned +39.69% vs +20.84% for VYM, so NRES leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NRES or VYM?

NRES has been the more volatile fund at 16.4% annualized versus 10.3% for VYM. Worst drawdown: NRES -21.5% vs VYM -14.5%.

Should I hold both NRES and VYM?

NRES and VYM have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between NRES and VYM?

35.0% of NRES's money is in holdings VYM also owns. 7.1% of VYM's is in holdings NRES also owns. They hold 25 positions in common, counted across the 59 positions we hold weights for in NRES and 602 in VYM.

Which pays a higher dividend, NRES or VYM?

NRES yields 2.48% while VYM yields 2.24%, so NRES currently pays the higher dividend yield.

Is VYM better than NRES?

VYM has a lower expense ratio. NRES led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 36.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.