QBER vs VYM
TrueShares Quarterly Bear Hedge ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | QBER | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $72M | $81.6B | |
| Dividend Yield | 3.28% | 2.24% | |
| Holdings | 21 | 613 | |
| YTD Return | -0.29% | +14.87% | |
| 1Y Return | -3.87% | +21.39% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | 2.5% | 14.5% | |
| Max Drawdown | -8.7% | -58.8% | |
| Fund Family | TrueShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 28, 2024 | Nov 10, 2006 |
QBER vs VYM Performance
TrueShares Quarterly Bear Hedge ETF (QBER) is a ETF from TrueShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QBER returned -3.87% while VYM returned +21.39%. Year to date, QBER is down 0.29% versus a gain of 14.87% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 2.5% for QBER. 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 -8.7% for QBER 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 -0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QBER charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, QBER currently yields 3.28% against 2.24% for VYM.
Holdings Overlap
QBER and VYM share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QBER or VYM?
QBER has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, QBER or VYM?
Over the past year QBER returned -3.87% vs +21.39% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), QBER annualized -1.63% vs +7.00% for VYM. Past performance does not guarantee future results.
Which is riskier, QBER or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 2.5% for QBER. Worst drawdown: QBER -8.7% vs VYM -58.8%.
Should I hold both QBER and VYM?
QBER and VYM have a monthly-return correlation of -0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QBER and VYM?
QBER and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, QBER or VYM?
QBER yields 3.28% while VYM yields 2.24%, so QBER currently pays the higher dividend yield.
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