OAEM vs VYM
OneAscent Emerging Markets ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. OAEM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | OAEM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.25% | 0.04% | |
| AUM | $130M | $81.6B | |
| Dividend Yield | 0.60% | 2.24% | |
| Holdings | 49 | 616 | |
| YTD Return | +28.16% | +15.60% | |
| 1Y Return | +48.05% | +23.48% | |
| 3Y Return (annualized) | +21.79% | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 18.9% | 14.6% | |
| Max Drawdown | -17.1% | -58.8% | |
| Fund Family | OneAscent Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 14, 2022 | Nov 10, 2006 |
OAEM vs VYM Performance
OneAscent Emerging Markets ETF (OAEM) is a ETF from OneAscent Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OAEM returned +48.05% while VYM returned +23.48%. Year to date, OAEM is up 28.16% versus a gain of 15.60% for VYM.
Over three years, OAEM compounded at +21.79% per year against +19.07% for VYM. Across the full 4-year window we track, OAEM has the edge at +19.56% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OAEM has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -17.1% for OAEM 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OAEM 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, OAEM currently yields 0.60% against 2.24% for VYM.
Holdings Overlap
OAEM and VYM share 1 holdings out of 647 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in OAEM | Weight in VYM | Difference |
|---|---|---|---|
| BAP | 1.38% | 0.11% | 1.27% |
Frequently Asked Questions
Which is cheaper, OAEM or VYM?
OAEM 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, OAEM or VYM?
Over the past year OAEM returned +48.05% vs +23.48% for VYM, so OAEM leads on 1-year performance. Over the longest common window we track (4 years), OAEM annualized +19.56% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, OAEM or VYM?
OAEM has been the more volatile fund at 18.9% annualized versus 14.6% for VYM. Worst drawdown: OAEM -17.1% vs VYM -58.8%.
Should I hold both OAEM and VYM?
OAEM and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OAEM and VYM?
OAEM and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 647 unique securities.
Which pays a higher dividend, OAEM or VYM?
OAEM yields 0.60% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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