RODM vs VYM

RODM vs VYM

Which is better, RODM or VYM?

Each has led over a different period.

VYM has a lower expense ratio. RODM led over 1Y and 3Y, VYM over 5Y and the full window. RODM is less concentrated, with 11.1% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: RODM

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

MetricRODMVYM
Expense Ratio0.29%0.04%Best
AUM$1.6B$81.6B
Dividend Yield2.76%2.22%
Holdings354613
YTD Return+12.80%Best+10.23%
1Y Return+19.92%Best+14.28%
3Y Return (annualized)+20.39%Best+17.50%
5Y Return (annualized)+9.61%+11.60%Best
Volatility (annualized)13.7%Best13.9%
Max Drawdown-38.3%-35.7%Best
$10,000 over 5 years$15,822$17,311Best
Top 10 Weight11.1%Best26.1%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionFeb 25, 2015Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2015 to Sep 23, 2026 (11.6 years).

RODM 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 11.6 years both funds cover.

RODM vs VYM Performance

Hartford Multifactor Developed Markets (ex-US) ETF (RODM) is an ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year RODM returned +19.92% while VYM returned +14.28%. Year to date, RODM is up 12.80% versus a gain of 10.23% for VYM.

Over three years, RODM compounded at +20.39% per year against +17.50% for VYM; over five years the annualized figures are +9.61% and +11.60% respectively. Across the full 12-year window we track, VYM has the edge at +8.72% annualized vs +6.27%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.9% 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 -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 0.85. 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 2.76% against 2.22% for VYM.

Holdings Overlap

RODM already in VYM1.0%

1.0% of RODM's money is in holdings VYM also owns.

RODM and VYM share little of their money.

1 positions in common, counted across the 334 positions we hold weights for in RODM and 557 in VYM, against full books of 354 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for RODM (97.1% of the fund), and 5 for RODM that do not appear in VYM (1.7%).

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

StockWeight in RODMWeight in VYMDifference
TIGO:LUMillicom International Cellular Sa Common Stock1.04%0.04%1.00%

You are not choosing between two funds in isolation.

Whichever of RODM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RODMVYM

Free for up to 10 holdings. No account needed.

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, by $25 a year on a $10,000 investment.

Which performed better, RODM or VYM?

Over the past year RODM returned +19.92% vs +14.28% for VYM, so RODM leads on 1-year performance. Over the longest common window we track (12 years), RODM annualized +6.27% vs +8.72% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RODM or VYM?

VYM has been the more volatile fund at 13.9% annualized versus 13.7% for RODM. Worst drawdown: RODM -38.3% vs VYM -35.7%.

Should I hold both RODM and VYM?

RODM and VYM have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between RODM and VYM?

1.0% of RODM's money is in holdings VYM also owns. 0.0% of VYM's is in holdings RODM also owns. They hold 1 positions in common, counted across the 334 positions we hold weights for in RODM and 557 in VYM.

Which pays a higher dividend, RODM or VYM?

RODM yields 2.76% while VYM yields 2.22%, so RODM currently pays the higher dividend yield.

Is VYM better than RODM?

VYM has a lower expense ratio. RODM led over 1Y and 3Y, VYM over 5Y and the full window. RODM is less concentrated, with 11.1% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.