RCLO vs VYM
Reckoner BBB-B CLO ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | RCLO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $30M | $81.6B | |
| Dividend Yield | 4.70% | 2.24% | |
| Holdings | 28 | 616 | |
| YTD Return | +4.03% | +14.66% | |
| 1Y Return | - | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -3.7% | -58.8% | |
| Fund Family | Reckoner Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | Nov 10, 2006 |
RCLO vs VYM Performance
Reckoner BBB-B CLO ETF (RCLO) is a ETF from Reckoner Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, RCLO is up 4.03% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.7% for RCLO and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
RCLO charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, RCLO currently yields 4.70% against 2.24% for VYM.
Holdings Overlap
RCLO and VYM share 0 holdings out of 604 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, RCLO or VYM?
RCLO has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between RCLO and VYM?
RCLO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, RCLO or VYM?
RCLO yields 4.70% while VYM yields 2.24%, so RCLO currently pays the higher dividend yield.
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