QTPI vs VYM

QTPI vs VYM

Which is better, QTPI or VYM?

Long Term Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricQTPIVYM
Expense Ratio0.60%0.04%Best
AUM$79M$81.6B
Dividend Yield4.68%2.22%
Holdings59613
YTD Return+0.71%+13.15%Best
1Y Return+2.49%+17.82%Best
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)2.6%Best9.7%
Max Drawdown-4.1%Best-14.5%
$10,000 over 1.7 years$10,860$13,313Best
Fund FamilyNorth Square Investments, LLCVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Value
InceptionDec 18, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 19, 2024 to Sep 10, 2026 (1.7 years).

QTPI 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 1.7 years both funds cover.

QTPI vs VYM Performance

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) is an ETF from North Square Investments, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QTPI returned +2.49% while VYM returned +17.82%. Year to date, QTPI is up 0.71% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 9.7% compared with 2.6% for QTPI. 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 -4.1% for QTPI 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QTPI 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, QTPI currently yields 4.68% against 2.22% for VYM.

Holdings Overlap

VYM already in QTPI1.1%

At least 1.1% of VYM's money is in holdings QTPI also owns.

Stated as a floor: for QTPI, our book for it covers 90.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and QTPI share little of their money.

The two holdings books were reported 49 days apart, QTPI as of Aug 18, 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.

2 positions in common, counted across the 54 positions we hold weights for in QTPI and 603 in VYM, against full books of 59 and 613.

Top Shared Holdings

StockWeight in QTPIWeight in VYMDifference
CCitigroup Inc V/R /Perp3.21%0.94%2.27%
FITBFifth Third Bancorp 6.875 04/01/2174 6.8751.42%0.21%1.21%

You are not choosing between two funds in isolation.

Whichever of QTPI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QTPIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QTPI or VYM?

QTPI has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, QTPI or VYM?

Over the past year QTPI returned +2.49% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), QTPI annualized +4.97% vs +18.33% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QTPI or VYM?

VYM has been the more volatile fund at 9.7% annualized versus 2.6% for QTPI. Worst drawdown: QTPI -4.1% vs VYM -14.5%.

Should I hold both QTPI and VYM?

QTPI and VYM have a monthly-return correlation of 0.76, 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 QTPI and VYM?

At least 1.1% of VYM's money is in holdings QTPI also owns. Our book for QTPI is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 54 positions we hold weights for in QTPI and 603 in VYM.

Which pays a higher dividend, QTPI or VYM?

QTPI yields 4.68% while VYM yields 2.22%, so QTPI currently pays the higher dividend yield.

Is VYM better than QTPI?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.