PHYS vs VYM

PHYS vs VYM

Which is better, PHYS or VYM?

Gold against Large Cap Value.

VYM has a lower expense ratio. PHYS led over 3Y and 5Y, VYM over 1Y and the full window.

Lower Fees: VYMHigher Returns: split

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

MetricPHYSVYM
Expense Ratio0.40%0.04%Best
AUM$16.2B$81.6B
Dividend Yield0.00%2.22%
Holdings3613
YTD Return-0.97%+12.29%Best
1Y Return+16.47%+16.61%Best
3Y Return (annualized)+29.66%Best+17.42%
5Y Return (annualized)+18.88%Best+12.12%
Volatility (annualized)17.6%13.2%Best
Max Drawdown-48.2%-35.7%Best
$10,000 over 5 years$23,743Best$17,718
Fund FamilySprott Asset Management LPVanguard (US)
CategoryCommodityEquity
StyleGoldLarge Cap Value
InceptionFeb 25, 2010Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2010 to Sep 17, 2026 (16.6 years).

PHYS 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 16.6 years both funds cover.

PHYS vs VYM Performance

Sprott Physical Gold Trust (PHYS) is an ETF from Sprott Asset Management LP and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PHYS returned +16.47% while VYM returned +16.61%. Year to date, PHYS is down 0.97% versus a gain of 12.29% for VYM.

Over three years, PHYS compounded at +29.66% per year against +17.42% for VYM; over five years the annualized figures are +18.88% and +12.12% respectively. Across the full 17-year window we track, VYM has the edge at +10.20% annualized vs +7.71%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PHYS has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 13.2% 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 -48.2% for PHYS 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 0.04. They move largely independently of each other.

Fees and Cost Over Time

PHYS charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, PHYS currently yields 0.00% against 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of PHYS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PHYSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PHYS or VYM?

PHYS has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, PHYS or VYM?

Over the past year PHYS returned +16.47% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), PHYS annualized +7.71% vs +10.20% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PHYS or VYM?

PHYS has been the more volatile fund at 17.6% annualized versus 13.2% for VYM. Worst drawdown: PHYS -48.2% vs VYM -35.7%.

Should I hold both PHYS and VYM?

PHYS and VYM have a monthly-return correlation of 0.04, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PHYS or VYM?

PHYS yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than PHYS?

VYM has a lower expense ratio. PHYS led over 3Y and 5Y, VYM over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.