QUVU vs VYM
Hartford Quality Value 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 | QUVU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $174M | $81.6B | |
| Dividend Yield | 1.87% | 2.24% | |
| Holdings | 72 | 616 | |
| YTD Return | +4.78% | +15.75% | |
| 1Y Return | +18.74% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 11.6% | 14.6% | |
| Max Drawdown | -13.1% | -58.8% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | Nov 10, 2006 |
QUVU vs VYM Performance
Hartford Quality Value ETF (QUVU) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QUVU returned +18.74% while VYM returned +23.85%. Year to date, QUVU is up 4.78% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.6% for QUVU. 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 -13.1% for QUVU 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
QUVU charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, QUVU currently yields 1.87% against 2.24% for VYM.
Holdings Overlap
QUVU and VYM share 38 holdings out of 635 unique holdings combined, representing a 19.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QUVU or VYM?
QUVU has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, QUVU or VYM?
Over the past year QUVU returned +18.74% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), QUVU annualized +11.44% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, QUVU or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.6% for QUVU. Worst drawdown: QUVU -13.1% vs VYM -58.8%.
Should I hold both QUVU and VYM?
QUVU and VYM have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between QUVU and VYM?
QUVU and VYM share 38 common holdings with a 19.5% weight overlap. Combined, they hold 635 unique securities.
Which pays a higher dividend, QUVU or VYM?
QUVU yields 1.87% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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