RIGS vs VYM
RIGS vs VYM
ALPS Strategic Income Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RIGS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.46% | 0.04% | |
| AUM | $61M | $79.0B | |
| Dividend Yield | 4.82% | 2.86% | |
| Holdings | 80 | 568 | |
| YTD Return | +1.40% | +15.80% | |
| 1Y Return | +6.14% | +26.12% | |
| 3Y Return (annualized) | +4.84% | +18.25% | |
| 5Y Return (annualized) | +2.12% | +12.51% | |
| Volatility (annualized) | 4.7% | 14.6% | |
| Max Drawdown | -18.2% | -58.8% | |
| Fund Family | ALPS Advisors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 7, 2013 | Nov 10, 2006 |
RIGS vs VYM Performance
ALPS Strategic Income Fund (RIGS) is a ETF from ALPS Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RIGS returned +6.14% while VYM returned +26.12%. Year to date, RIGS is up 1.40% versus a gain of 15.80% for VYM.
Over three years, RIGS compounded at +4.84% per year against +18.25% for VYM; over five years the annualized figures are +2.12% and +12.51% respectively. Across the full 13-year window we track, VYM has the edge at +7.07% annualized vs +1.02%. 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 4.7% for RIGS. 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 -18.2% for RIGS 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RIGS charges 0.46% per year while VYM charges 0.04%. On a $10,000 position that is $46 vs $4 annually, a gap of $42 per year that compounds over a long holding period. On income, RIGS currently yields 4.82% against 2.86% for VYM.
Holdings Overlap
RIGS and VYM share 0 holdings out of 627 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, RIGS or VYM?
RIGS has an expense ratio of 0.46% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, RIGS or VYM?
Over the past year RIGS returned +6.14% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), RIGS annualized +1.02% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, RIGS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 4.7% for RIGS. Worst drawdown: RIGS -18.2% vs VYM -58.8%.
Should I hold both RIGS and VYM?
RIGS and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RIGS and VYM?
RIGS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 627 unique securities.
Which pays a higher dividend, RIGS or VYM?
RIGS yields 4.82% while VYM yields 2.86%, so RIGS currently pays the higher dividend yield.
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