PUSH vs VYM

PUSH vs VYM

Which is better, PUSH or VYM?

Municipal Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricPUSHVYM
Expense Ratio0.15%0.04%Best
AUM$126M$81.6B
Dividend Yield3.69%2.22%
Holdings285613
YTD Return+1.67%+12.29%Best
1Y Return+2.42%+16.61%Best
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Volatility (annualized)0.9%Best10.3%
Max Drawdown-0.8%Best-14.5%
$10,000 over 2.2 years$10,772$14,219Best
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Value
InceptionJun 24, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 28, 2024 to Sep 17, 2026 (2.2 years).

PUSH 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 2.2 years both funds cover.

PUSH vs VYM Performance

PGIM Ultra Short Municipal Bond ETF (PUSH) is an ETF from PGIM Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year PUSH returned +2.42% while VYM returned +16.61%. Year to date, PUSH is up 1.67% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.3% compared with 0.9% for PUSH. 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 -0.8% for PUSH and -14.5% 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PUSH charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, PUSH currently yields 3.69% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 67 holdings in PUSH and 557 in VYM, totalling 23.4% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 67 positions we hold weights for in PUSH and 557 in VYM, against full books of 285 and 613.

You are not choosing between two funds in isolation.

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

PUSHVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PUSH or VYM?

PUSH has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, PUSH or VYM?

Over the past year PUSH returned +2.42% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), PUSH annualized +3.44% vs +17.35% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PUSH or VYM?

VYM has been the more volatile fund at 10.3% annualized versus 0.9% for PUSH. Worst drawdown: PUSH -0.8% vs VYM -14.5%.

Should I hold both PUSH and VYM?

PUSH and VYM have a monthly-return correlation of 0.68, 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, PUSH or VYM?

PUSH yields 3.69% while VYM yields 2.22%, so PUSH currently pays the higher dividend yield.

Is VYM better than PUSH?

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