OGIG vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricOGIGVYMWinner
Expense Ratio0.48%0.04%
AUM$102M$79.0B
Dividend Yield0.09%2.86%
Holdings55568
YTD Return-2.09%+16.16%
1Y Return-4.37%+26.05%
3Y Return (annualized)+16.87%+18.43%
5Y Return (annualized)-1.34%+12.21%
Volatility (annualized)25.8%14.6%
Max Drawdown-66.0%-58.8%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
InceptionJun 5, 2018Nov 10, 2006

OGIG vs VYM Performance

ALPS O'Shares Global Internet Giants ETF (OGIG) is a ETF from ALPS Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OGIG returned -4.37% while VYM returned +26.05%. Year to date, OGIG is down 2.09% versus a gain of 16.16% for VYM.

Over three years, OGIG compounded at +16.87% per year against +18.43% for VYM; over five years the annualized figures are -1.34% and +12.21% respectively. Across the full 8-year window we track, OGIG has the edge at +8.94% annualized vs +7.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OGIG has been the more volatile fund, with annualized monthly volatility of 25.8% 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 -66.0% for OGIG 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

OGIG charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, OGIG currently yields 0.09% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

OGIG and VYM share 1 holdings out of 611 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OGIGWeight in VYMDifference
PAYX0.63%0.13%0.50%

Frequently Asked Questions

Which is cheaper, OGIG or VYM?

OGIG has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, OGIG or VYM?

Over the past year OGIG returned -4.37% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), OGIG annualized +8.94% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, OGIG or VYM?

OGIG has been the more volatile fund at 25.8% annualized versus 14.6% for VYM. Worst drawdown: OGIG -66.0% vs VYM -58.8%.

Should I hold both OGIG and VYM?

OGIG 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 OGIG and VYM?

OGIG and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 611 unique securities.

Which pays a higher dividend, OGIG or VYM?

OGIG yields 0.09% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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