RODM vs VYM

RODM vs VYM
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Quick Verdict

VYM has a lower expense ratio. RODM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: RODMMore Diversified: VYM

Side-by-Side Comparison

MetricRODMVYMWinner
Expense Ratio0.29%0.04%
AUM$1.7B$81.6B
Dividend Yield2.79%2.24%
Holdings354613
YTD Return+15.01%+14.87%
1Y Return+24.03%+21.39%
3Y Return (annualized)+21.01%+18.69%
5Y Return (annualized)+9.64%+11.98%
Volatility (annualized)13.7%14.5%
Max Drawdown-38.3%-58.8%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 25, 2015Nov 10, 2006

RODM vs VYM Performance

Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RODM returned +24.03% while VYM returned +21.39%. Year to date, RODM is up 15.01% versus a gain of 14.87% for VYM.

Over three years, RODM compounded at +21.01% per year against +18.69% for VYM; over five years the annualized figures are +9.64% and +11.98% respectively. Across the full 12-year window we track, VYM has the edge at +7.00% annualized vs +6.48%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 13.7% for RODM. 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 -38.3% for RODM 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

RODM charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, RODM currently yields 2.79% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

RODM and VYM share 1 holdings out of 936 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RODMWeight in VYMDifference
TIGO:LU1.04%0.03%1.01%

Frequently Asked Questions

Which is cheaper, RODM or VYM?

RODM has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, RODM or VYM?

Over the past year RODM returned +24.03% vs +21.39% for VYM, so RODM leads on 1-year performance. Over the longest common window we track (12 years), RODM annualized +6.48% vs +7.00% for VYM. Past performance does not guarantee future results.

Which is riskier, RODM or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 13.7% for RODM. Worst drawdown: RODM -38.3% vs VYM -58.8%.

Should I hold both RODM and VYM?

RODM 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 RODM and VYM?

RODM and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 936 unique securities.

Which pays a higher dividend, RODM or VYM?

RODM yields 2.79% while VYM yields 2.24%, so RODM currently pays the higher dividend yield.

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