REVS vs VYM
Columbia Research Enhanced Value ETF vs Vanguard High Dividend Yield ETF
Which is better, REVS or VYM?
Nearly the same fund. VYM costs less.
VYM has a lower expense ratio. REVS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 33.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | REVS | VYM |
|---|---|---|
| Expense Ratio | 0.19% | 0.04%Best |
| AUM | $350M | $81.6B |
| Dividend Yield | 1.78% | 2.22% |
| Holdings | 310 | 613 |
| YTD Return | +17.44%Best | +11.71% |
| 1Y Return | +23.45%Best | +16.24% |
| 3Y Return (annualized) | +19.51%Best | +17.24% |
| 5Y Return (annualized) | +12.41%Best | +11.86% |
| Volatility (annualized) | 16.5% | 15.4%Best |
| Max Drawdown | -37.9% | -35.7%Best |
| $10,000 over 5 years | $17,948Best | $17,514 |
| Top 10 Weight | 33.2% | 26.1%Best |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 25, 2019 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Sep 25, 2019 to Sep 16, 2026 (7 years).
REVS vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7 years both funds cover.
REVS vs VYM Performance
Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year REVS returned +23.45% while VYM returned +16.24%. Year to date, REVS is up 17.44% versus a gain of 11.71% for VYM.
Over three years, REVS compounded at +19.51% per year against +17.24% for VYM; over five years the annualized figures are +12.41% and +11.86% respectively. Across the full 7-year window we track, REVS has the edge at +13.30% annualized vs +11.35%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 15.4% for VYM. 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 -37.9% for REVS and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
REVS charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, REVS currently yields 1.78% against 2.22% for VYM.
Holdings Overlap
59.8% of REVS's money is in holdings VYM also owns. 29.6% of VYM's money is in holdings REVS also owns.
The two portfolios partly overlap.
150 positions in common, counted across the 298 positions we hold weights for in REVS and 557 in VYM, against full books of 310 and 613.
What only one of them owns
Our book lists 382 positions for VYM that do not appear in our book for REVS (68.1% of the fund), and 137 for REVS that do not appear in VYM (38.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in REVS | Weight in VYM | Difference |
|---|---|---|---|
| BACBank of America Corp.: Financials | 3.80% | 1.66% | 2.14% |
| CVXChevron Corp | 2.88% | 1.48% | 1.40% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.59% | 1.86% | 0.27% |
| ABBVAbbvie Inc. | 1.12% | 1.80% | 0.68% |
| CCitigroup Inc. | 1.87% | 0.89% | 0.98% |
| MOAltria Group Inc | 2.23% | 0.46% | 1.77% |
| BMYBristol-Myers Squibb Co. | 1.80% | 0.54% | 1.26% |
| CVSCvs Corp | 1.55% | 0.54% | 1.01% |
| NEENextera Energy Inc | 1.15% | 0.74% | 0.41% |
| PGRProgressive Corporation | 1.34% | 0.50% | 0.84% |
59.8% of REVS is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, REVS or VYM?
REVS has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, REVS or VYM?
Over the past year REVS returned +23.45% vs +16.24% for VYM, so REVS leads on 1-year performance. Over the longest common window we track (7 years), REVS annualized +13.30% vs +11.35% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, REVS or VYM?
REVS has been the more volatile fund at 16.5% annualized versus 15.4% for VYM. Worst drawdown: REVS -37.9% vs VYM -35.7%.
Should I hold both REVS and VYM?
REVS and VYM have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between REVS and VYM?
59.8% of REVS's money is in holdings VYM also owns. 29.6% of VYM's is in holdings REVS also owns. They hold 150 positions in common, counted across the 298 positions we hold weights for in REVS and 557 in VYM.
Which pays a higher dividend, REVS or VYM?
REVS yields 1.78% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than REVS?
VYM has a lower expense ratio. REVS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 33.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.