QCON vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricQCONVYMWinner
Expense Ratio0.32%0.04%
AUM$24M$79.0B
Dividend Yield2.64%2.86%
Holdings1568
YTD Return+5.19%+16.10%
1Y Return+11.45%+25.99%
3Y Return (annualized)+6.95%+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)10.6%14.6%
Max Drawdown-22.5%-58.8%
Fund FamilyAmerican Century InvestmentsVanguard (US)
CategoryConvertibleEquity
InceptionFeb 16, 2021Nov 10, 2006

QCON vs VYM Performance

American Century Quality Convertible Securities ETF (QCON) is a ETF from American Century Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QCON returned +11.45% while VYM returned +25.99%. Year to date, QCON is up 5.19% versus a gain of 16.10% for VYM.

Over three years, QCON compounded at +6.95% per year against +18.29% for VYM. Across the full 5-year window we track, VYM has the edge at +7.08% annualized vs +1.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.6% for QCON. 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 -22.5% for QCON 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QCON charges 0.32% per year while VYM charges 0.04%. On a $10,000 position that is $32 vs $4 annually, a gap of $28 per year that compounds over a long holding period. On income, QCON currently yields 2.64% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, QCON or VYM?

QCON has an expense ratio of 0.32% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

Which performed better, QCON or VYM?

Over the past year QCON returned +11.45% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), QCON annualized +1.04% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, QCON or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 10.6% for QCON. Worst drawdown: QCON -22.5% vs VYM -58.8%.

Should I hold both QCON and VYM?

QCON and VYM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, QCON or VYM?

QCON yields 2.64% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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