NVDX vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricNVDXVYMWinner
Expense Ratio1.05%0.04%
AUM$403M$79.0B
Dividend Yield0.00%2.86%
Holdings11568
YTD Return+18.65%+16.78%
1Y Return+11.17%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)81.0%14.6%
Max Drawdown-68.2%-58.8%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 18, 2023Nov 10, 2006

NVDX vs VYM Performance

T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) is a ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NVDX returned +11.17% while VYM returned +24.43%. Year to date, NVDX is up 18.65% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

NVDX has been the more volatile fund, with annualized monthly volatility of 81.0% 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 -68.2% for NVDX 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NVDX charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period. On income, NVDX currently yields 0.00% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, NVDX or VYM?

NVDX has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $101 per year of difference.

Which performed better, NVDX or VYM?

Over the past year NVDX returned +11.17% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), NVDX annualized +122.68% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, NVDX or VYM?

NVDX has been the more volatile fund at 81.0% annualized versus 14.6% for VYM. Worst drawdown: NVDX -68.2% vs VYM -58.8%.

Should I hold both NVDX and VYM?

NVDX and VYM have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, NVDX or VYM?

NVDX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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