QDIV vs VYM
Global X S&P 500 Quality Dividend ETF vs Vanguard High Dividend Yield ETF
Which is better, QDIV or VYM?
Nearly the same fund. VYM costs less.
VYM has a lower expense ratio. QDIV led over 1Y, VYM over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. QDIV is less concentrated, with 22.7% of the fund in its ten largest positions against 26.1%.
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
| Metric | QDIV | VYM |
|---|---|---|
| Expense Ratio | 0.20% | 0.04%Best |
| AUM | $31M | $81.6B |
| Dividend Yield | 2.72% | 2.22% |
| Holdings | 53 | 613 |
| YTD Return | +13.98%Best | +10.23% |
| 1Y Return | +15.10%Best | +14.28% |
| 3Y Return (annualized) | +11.59% | +17.50%Best |
| 5Y Return (annualized) | +7.87% | +11.60%Best |
| Volatility (annualized) | 18.0% | 15.4%Best |
| Max Drawdown | -41.5% | -35.7%Best |
| $10,000 over 5 years | $14,605 | $17,311Best |
| Top 10 Weight | 22.7%Best | 26.1% |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 13, 2018 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jul 17, 2018 to Sep 23, 2026 (8.2 years).
QDIV 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 8.2 years both funds cover.
QDIV vs VYM Performance
Global X S&P 500 Quality Dividend ETF (QDIV) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QDIV returned +15.10% while VYM returned +14.28%. Year to date, QDIV is up 13.98% versus a gain of 10.23% for VYM.
Over three years, QDIV compounded at +11.59% per year against +17.50% for VYM; over five years the annualized figures are +7.87% and +11.60% respectively. Across the full 8-year window we track, VYM has the edge at +9.96% annualized vs +7.80%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QDIV has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 15.4% 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 -41.5% for QDIV 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
QDIV charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, QDIV currently yields 2.72% against 2.22% for VYM.
Holdings Overlap
95.6% of QDIV's money is in holdings VYM also owns. 14.9% of VYM's money is in holdings QDIV also owns.
Most of QDIV is already inside VYM. Owning both mostly buys the same companies twice.
48 positions in common, counted across the 50 positions we hold weights for in QDIV and 557 in VYM, against full books of 53 and 613.
What only one of them owns
Our book lists 481 positions for VYM that do not appear in our book for QDIV (82.6% of the fund), and 1 for QDIV that do not appear in VYM (2.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QDIV | Weight in VYM | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 2.02% | 2.63% | 0.61% |
| PGProcter & Gamble Company | 1.82% | 1.37% | 0.45% |
| GILDGilead Sciences | 2.29% | 0.66% | 1.63% |
| BMYBristol-Myers Squibb Co. | 2.23% | 0.54% | 1.69% |
| BLKBlackrock Funding Inc/De | 2.07% | 0.68% | 1.39% |
| UNPUnion Pacific Corp | 2.02% | 0.70% | 1.32% |
| ADPAutomatic Data Processing, Inc. | 2.27% | 0.43% | 1.84% |
| COPConocophillips Common Stock USD 0.01 | 2.10% | 0.60% | 1.50% |
| PFEPfizer Inc | 2.07% | 0.58% | 1.49% |
| TGTTarget Corp Common Stock Usd.0833 | 2.37% | 0.27% | 2.10% |
95.6% of QDIV is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QDIV or VYM?
QDIV has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, QDIV or VYM?
Over the past year QDIV returned +15.10% vs +14.28% for VYM, so QDIV leads on 1-year performance. Over the longest common window we track (8 years), QDIV annualized +7.80% vs +9.96% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QDIV or VYM?
QDIV has been the more volatile fund at 18.0% annualized versus 15.4% for VYM. Worst drawdown: QDIV -41.5% vs VYM -35.7%.
Should I hold both QDIV and VYM?
QDIV and VYM have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between QDIV and VYM?
95.6% of QDIV's money is in holdings VYM also owns. 14.9% of VYM's is in holdings QDIV also owns. They hold 48 positions in common, counted across the 50 positions we hold weights for in QDIV and 557 in VYM.
Which pays a higher dividend, QDIV or VYM?
QDIV yields 2.72% while VYM yields 2.22%, so QDIV currently pays the higher dividend yield.
Is VYM better than QDIV?
VYM has a lower expense ratio. QDIV led over 1Y, VYM over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. QDIV is less concentrated, with 22.7% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.