REVS vs VYM
Columbia Research Enhanced Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. REVS delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | REVS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.04% | |
| AUM | $321M | $81.6B | |
| Dividend Yield | 1.81% | 2.24% | |
| Holdings | 310 | 616 | |
| YTD Return | +20.04% | +15.36% | |
| 1Y Return | +26.56% | +21.96% | |
| 3Y Return (annualized) | +20.39% | +18.85% | |
| 5Y Return (annualized) | +12.62% | +12.25% | |
| Volatility (annualized) | 16.6% | 14.6% | |
| Max Drawdown | -37.9% | -58.8% | |
| Fund Family | Columbia Threadneedle Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2019 | Nov 10, 2006 |
REVS vs VYM Performance
Columbia Research Enhanced Value ETF (REVS) is a ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year REVS returned +26.56% while VYM returned +21.96%. Year to date, REVS is up 20.04% versus a gain of 15.36% for VYM.
Over three years, REVS compounded at +20.39% per year against +18.85% for VYM; over five years the annualized figures are +12.62% and +12.25% respectively. Across the full 7-year window we track, REVS has the edge at +13.78% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.6% 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 -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 0.98. 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 1.81% against 2.24% for VYM.
Holdings Overlap
REVS and VYM share 146 holdings out of 757 unique holdings combined, representing a 27.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $15 per year of difference.
Which performed better, REVS or VYM?
Over the past year REVS returned +26.56% vs +21.96% for VYM, so REVS leads on 1-year performance. Over the longest common window we track (7 years), REVS annualized +13.78% vs +7.03% for VYM. Past performance does not guarantee future results.
Which is riskier, REVS or VYM?
REVS has been the more volatile fund at 16.6% annualized versus 14.6% for VYM. Worst drawdown: REVS -37.9% vs VYM -58.8%.
Should I hold both REVS and VYM?
REVS and VYM have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between REVS and VYM?
REVS and VYM share 146 common holdings with a 27.6% weight overlap. Combined, they hold 757 unique securities.
Which pays a higher dividend, REVS or VYM?
REVS yields 1.81% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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