QDVO vs VYM

QDVO vs VYM

Which is better, QDVO or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. QDVO led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.6%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricQDVOVYM
Expense Ratio0.56%0.04%Best
AUM$744M$81.6B
Dividend Yield11.62%2.22%
Holdings97613
YTD Return+9.50%+13.91%Best
1Y Return+13.95%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)13.6%10.2%Best
Max Drawdown-18.6%-14.5%Best
$10,000 over 2.1 years$14,709Best$13,921
Top 10 Weight56.6%25.9%Best
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionAug 22, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 22, 2024 to Sep 11, 2026 (2.1 years).

QDVO 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 2.1 years both funds cover.

QDVO vs VYM Performance

Amplify CWP Growth & Income ETF (QDVO) is an ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QDVO returned +13.95% while VYM returned +17.57%. Year to date, QDVO is up 9.50% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QDVO has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.2% 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 -18.6% for QDVO 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 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QDVO charges 0.56% per year while VYM charges 0.04%. On a $10,000 position that is $56 vs $4 annually, a gap of $52 per year that compounds over a long holding period. On income, QDVO currently yields 11.62% against 2.22% for VYM.

Holdings Overlap

QDVO already in VYM21.0%
VYM already in QDVO17.2%

21.0% of QDVO's money is in holdings VYM also owns. 17.2% of VYM's money is in holdings QDVO also owns.

QDVO and VYM share little of their money.

The two holdings books were reported 63 days apart, QDVO as of Sep 1, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

11 positions in common, counted across the 39 positions we hold weights for in QDVO and 603 in VYM, against full books of 97 and 613.

What only one of them owns

Our book lists 557 positions for VYM that do not appear in our book for QDVO (80.3% of the fund), and 28 for QDVO that do not appear in VYM (79.9%).

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

StockWeight in QDVOWeight in VYMDifference
AVGOBroadcom Inc3.64%7.29%3.65%
CSCOCisco Systems Inc. - Ordinary Shares2.08%1.93%0.15%
ABBVAbbvie Inc.2.11%1.85%0.26%
KOCoca-Cola Co. (The)2.15%1.31%0.84%
AMGNAmgen Inc.2.48%0.75%1.73%
CATCaterpillar, Inc.0.99%2.01%1.02%
MOAltria Group Inc.1.96%0.50%1.46%
ALLAllstate Corp.2.02%0.25%1.77%
HASHasbro Inc.1.96%0.05%1.91%
LINLinde Plc Ordinary Shares0.96%0.99%0.03%

21.0% of QDVO 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.

QDVOVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QDVO or VYM?

QDVO has an expense ratio of 0.56% while VYM charges 0.04%. VYM is the cheaper option, by $52 a year on a $10,000 investment.

Which performed better, QDVO or VYM?

Over the past year QDVO returned +13.95% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), QDVO annualized +20.17% vs +17.06% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QDVO or VYM?

QDVO has been the more volatile fund at 13.6% annualized versus 10.2% for VYM. Worst drawdown: QDVO -18.6% vs VYM -14.5%.

Should I hold both QDVO and VYM?

QDVO and VYM have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between QDVO and VYM?

21.0% of QDVO's money is in holdings VYM also owns. 17.2% of VYM's is in holdings QDVO also owns. They hold 11 positions in common, counted across the 39 positions we hold weights for in QDVO and 603 in VYM.

Which pays a higher dividend, QDVO or VYM?

QDVO yields 11.62% while VYM yields 2.22%, so QDVO currently pays the higher dividend yield.

Is VYM better than QDVO?

VYM has a lower expense ratio. QDVO led over the full window, VYM over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.