ONEV vs VYM

ONEV vs VYM

Which is better, ONEV or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. ONEV is less concentrated, with 9.5% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: ONEV

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

MetricONEVVYM
Expense Ratio0.20%0.04%Best
AUM$302M$81.6B
Dividend Yield1.79%2.22%
Holdings452613
YTD Return+10.76%+13.08%Best
1Y Return+12.63%+17.46%Best
3Y Return (annualized)+12.84%+17.73%Best
5Y Return (annualized)+8.47%+12.22%Best
Volatility (annualized)15.4%13.9%Best
Max Drawdown-40.2%-35.7%Best
$10,000 over 5 years$15,016$17,797Best
Top 10 Weight9.5%Best26.1%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionDec 1, 2015Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2015 to Sep 14, 2026 (10.8 years).

ONEV 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 10.8 years both funds cover.

ONEV vs VYM Performance

State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is an ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ONEV returned +12.63% while VYM returned +17.46%. Year to date, ONEV is up 10.76% versus a gain of 13.08% for VYM.

Over three years, ONEV compounded at +12.84% per year against +17.73% for VYM; over five years the annualized figures are +8.47% and +12.22% respectively. Across the full 11-year window we track, VYM has the edge at +10.13% annualized vs +9.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEV has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.9% 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 -40.2% for ONEV and -35.7% 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ONEV charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, ONEV currently yields 1.79% against 2.22% for VYM.

Holdings Overlap

ONEV already in VYM52.1%
VYM already in ONEV16.8%

52.1% of ONEV's money is in holdings VYM also owns. 16.8% of VYM's money is in holdings ONEV also owns.

The two portfolios partly overlap.

214 positions in common, counted across the 448 positions we hold weights for in ONEV and 557 in VYM, against full books of 452 and 613.

What only one of them owns

Our book lists 319 positions for VYM that do not appear in our book for ONEV (80.4% of the fund), and 222 for ONEV that do not appear in VYM (45.6%).

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 ONEVWeight in VYMDifference
ALLAllstate Corp.1.52%0.27%1.25%
PGRProgressive Corporation1.18%0.50%0.68%
TRVThe Travelers Cos, Inc.0.85%0.32%0.53%
CICigna Corp.0.84%0.30%0.54%
CMCSAComcast Corp-class A Cmcsa0.78%0.34%0.44%
MMCMarsh & Mclennan Cos Inc Common Stock Usd 10.70%0.37%0.33%
CTSHCognizant Technology Solutions Corp. Class A0.87%0.11%0.76%
ELVElevance Health Inc0.62%0.32%0.30%
GDGeneral Dynamics Corp.0.52%0.40%0.12%
HIGHartford Financial Services Group Inc.0.75%0.16%0.59%

52.1% of ONEV 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.

ONEVVYM

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Frequently Asked Questions

Which is cheaper, ONEV or VYM?

ONEV has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, ONEV or VYM?

Over the past year ONEV returned +12.63% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), ONEV annualized +9.61% vs +10.13% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ONEV or VYM?

ONEV has been the more volatile fund at 15.4% annualized versus 13.9% for VYM. Worst drawdown: ONEV -40.2% vs VYM -35.7%.

Should I hold both ONEV and VYM?

ONEV and VYM have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between ONEV and VYM?

52.1% of ONEV's money is in holdings VYM also owns. 16.8% of VYM's is in holdings ONEV also owns. They hold 214 positions in common, counted across the 448 positions we hold weights for in ONEV and 557 in VYM.

Which pays a higher dividend, ONEV or VYM?

ONEV yields 1.79% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than ONEV?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. ONEV is less concentrated, with 9.5% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.