PWRZ vs VYM
TrueShares Eagle Global Next Gen Power Infrastructure ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. PWRZ delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | PWRZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $6M | $81.6B | |
| Dividend Yield | 1.84% | 2.24% | |
| Holdings | 24 | 616 | |
| YTD Return | -1.31% | +15.34% | |
| 1Y Return | - | +23.24% | |
| 3Y Return (annualized) | - | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -4.1% | -58.8% | |
| Fund Family | TrueShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2022 | Nov 10, 2006 |
PWRZ vs VYM Performance
TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) is a ETF from TrueShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, PWRZ is down 1.31% versus a gain of 15.34% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.1% for PWRZ and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
PWRZ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, PWRZ currently yields 1.84% against 2.24% for VYM.
Holdings Overlap
PWRZ and VYM share 8 holdings out of 619 unique holdings combined, representing a 1.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, PWRZ or VYM?
PWRZ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
What is the holdings overlap between PWRZ and VYM?
PWRZ and VYM share 8 common holdings with a 1.7% weight overlap. Combined, they hold 619 unique securities.
Which pays a higher dividend, PWRZ or VYM?
PWRZ yields 1.84% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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