QYLD vs VYM

QYLD vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricQYLDVYMWinner
Expense Ratio0.60%0.04%
AUM$8.3B$81.6B
Dividend Yield11.90%2.24%
Holdings105616
YTD Return+10.49%+15.60%
1Y Return+22.73%+23.48%
3Y Return (annualized)+14.66%+19.07%
5Y Return (annualized)+8.18%+12.50%
Volatility (annualized)11.0%14.6%
Max Drawdown-30.7%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionDec 11, 2013Nov 10, 2006

QYLD vs VYM Performance

Global X NASDAQ 100 Covered Call ETF (QYLD) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QYLD returned +22.73% while VYM returned +23.48%. Year to date, QYLD is up 10.49% versus a gain of 15.60% for VYM.

Over three years, QYLD compounded at +14.66% per year against +19.07% for VYM; over five years the annualized figures are +8.18% and +12.50% respectively. Across the full 13-year window we track, VYM has the edge at +7.05% annualized vs +2.84%. 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 11.0% for QYLD. 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 -30.7% for QYLD 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

QYLD 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, QYLD currently yields 11.90% against 2.24% for VYM.

Holdings Overlap

16.0%overlap

QYLD and VYM share 28 holdings out of 677 unique holdings combined, representing a 16.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QYLDWeight in VYMDifference
AVGO3.30%7.29%3.99%
CSCO2.19%1.93%0.26%
TXN1.18%1.13%0.05%
LINProProPro
AMGNProProPro
ADIProProPro
PEPProProPro
QCOMProProPro
GILDProProPro
TMUSProProPro
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Frequently Asked Questions

Which is cheaper, QYLD or VYM?

QYLD 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, QYLD or VYM?

Over the past year QYLD returned +22.73% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), QYLD annualized +2.84% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, QYLD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.0% for QYLD. Worst drawdown: QYLD -30.7% vs VYM -58.8%.

Should I hold both QYLD and VYM?

QYLD 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 QYLD and VYM?

QYLD and VYM share 28 common holdings with a 16.0% weight overlap. Combined, they hold 677 unique securities.

Which pays a higher dividend, QYLD or VYM?

QYLD yields 11.90% while VYM yields 2.24%, so QYLD currently pays the higher dividend yield.

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