QVOY vs VYM
Q3 All-Season Active Rotation 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 | QVOY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.16% | 0.04% | |
| AUM | $66M | $81.6B | |
| Dividend Yield | 0.57% | 2.24% | |
| Holdings | 12 | 616 | |
| YTD Return | +9.06% | +14.66% | |
| 1Y Return | +12.06% | +22.16% | |
| 3Y Return (annualized) | +8.45% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 14.2% | 14.6% | |
| Max Drawdown | -17.1% | -58.8% | |
| Fund Family | Q3 Asset Management | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 6, 2022 | Nov 10, 2006 |
QVOY vs VYM Performance
Q3 All-Season Active Rotation ETF (QVOY) is a ETF from Q3 Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QVOY returned +12.06% while VYM returned +22.16%. Year to date, QVOY is up 9.06% versus a gain of 14.66% for VYM.
Over three years, QVOY compounded at +8.45% per year against +18.72% for VYM. Across the full 4-year window we track, QVOY has the edge at +9.28% annualized vs +7.01%. 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 14.2% for QVOY. 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 -17.1% for QVOY 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QVOY charges 1.16% per year while VYM charges 0.04%. On a $10,000 position that is $116 vs $4 annually, a gap of $112 per year that compounds over a long holding period. On income, QVOY currently yields 0.57% against 2.24% for VYM.
Holdings Overlap
QVOY and VYM share 0 holdings out of 614 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QVOY or VYM?
QVOY has an expense ratio of 1.16% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $112 per year of difference.
Which performed better, QVOY or VYM?
Over the past year QVOY returned +12.06% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), QVOY annualized +9.28% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, QVOY or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.2% for QVOY. Worst drawdown: QVOY -17.1% vs VYM -58.8%.
Should I hold both QVOY and VYM?
QVOY and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QVOY and VYM?
QVOY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, QVOY or VYM?
QVOY yields 0.57% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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