QRMI vs VYM
Global X NASDAQ 100 Risk Managed Income 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 616 holdings.
Side-by-Side Comparison
| Metric | QRMI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $15M | $81.6B | |
| Dividend Yield | 12.58% | 2.24% | |
| Holdings | 109 | 616 | |
| YTD Return | +2.50% | +15.34% | |
| 1Y Return | +9.38% | +23.24% | |
| 3Y Return (annualized) | +7.66% | +19.22% | |
| 5Y Return (annualized) | +1.72% | +12.21% | |
| Volatility (annualized) | 7.7% | 14.6% | |
| Max Drawdown | -20.9% | -58.8% | |
| Fund Family | GLOBALXETFS | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 25, 2021 | Nov 10, 2006 |
QRMI vs VYM Performance
Global X NASDAQ 100 Risk Managed Income ETF (QRMI) is a ETF from GLOBALXETFS and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QRMI returned +9.38% while VYM returned +23.24%. Year to date, QRMI is up 2.50% versus a gain of 15.34% for VYM.
Over three years, QRMI compounded at +7.66% per year against +19.22% for VYM; over five years the annualized figures are +1.72% and +12.21% respectively. Across the full 5-year window we track, VYM has the edge at +7.04% annualized vs +1.72%. 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 7.7% for QRMI. 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 -20.9% for QRMI 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
QRMI charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, QRMI currently yields 12.58% against 2.24% for VYM.
Holdings Overlap
QRMI and VYM share 28 holdings out of 678 unique holdings combined, representing a 15.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QRMI or VYM?
QRMI has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, QRMI or VYM?
Over the past year QRMI returned +9.38% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), QRMI annualized +1.72% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, QRMI or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 7.7% for QRMI. Worst drawdown: QRMI -20.9% vs VYM -58.8%.
Should I hold both QRMI and VYM?
QRMI and VYM have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QRMI and VYM?
QRMI and VYM share 28 common holdings with a 15.8% weight overlap. Combined, they hold 678 unique securities.
Which pays a higher dividend, QRMI or VYM?
QRMI yields 12.58% while VYM yields 2.24%, so QRMI currently pays the higher dividend yield.
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