Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricRAYDVYMWinner
Expense Ratio0.80%0.04%
AUM$57M$79.0B
Dividend Yield0.82%2.86%
Holdings117568
YTD Return+21.80%+15.80%
1Y Return+19.90%+26.12%
3Y Return (annualized)+21.04%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)14.5%14.6%
Max Drawdown-21.0%-58.8%
Fund FamilyThe Advisors Inner Circle FundVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2021Nov 10, 2006

RAYD vs VYM Performance

Rayliant Quantitative Developed Market Equity ETF (RAYD) is a ETF from The Advisors Inner Circle Fund and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RAYD returned +19.90% while VYM returned +26.12%. Year to date, RAYD is up 21.80% versus a gain of 15.80% for VYM.

Over three years, RAYD compounded at +21.04% per year against +18.25% for VYM. Across the full 4-year window we track, RAYD has the edge at +12.14% annualized vs +7.07%. 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 14.5% for RAYD. 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 -21.0% for RAYD 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RAYD charges 0.80% per year while VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, RAYD currently yields 0.82% against 2.86% for VYM.

Holdings Overlap

6.6%overlap

RAYD and VYM share 17 holdings out of 645 unique holdings combined, representing a 6.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RAYDWeight in VYMDifference
PM1.77%1.28%0.49%
T1.90%0.85%1.05%
VZ1.34%0.93%0.41%
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Frequently Asked Questions

Which is cheaper, RAYD or VYM?

RAYD has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, RAYD or VYM?

Over the past year RAYD returned +19.90% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), RAYD annualized +12.14% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, RAYD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 14.5% for RAYD. Worst drawdown: RAYD -21.0% vs VYM -58.8%.

Should I hold both RAYD and VYM?

RAYD and VYM have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RAYD and VYM?

RAYD and VYM share 17 common holdings with a 6.6% weight overlap. Combined, they hold 645 unique securities.

Which pays a higher dividend, RAYD or VYM?

RAYD yields 0.82% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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