RUNN vs VYM
Running Oak Efficient Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, RUNN or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. RUNN is less concentrated, with 21.9% of the fund in its ten largest positions against 26.1%.
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 | RUNN | VYM |
|---|---|---|
| Expense Ratio | 0.58% | 0.04%Best |
| AUM | $411M | $81.6B |
| Dividend Yield | 0.54% | 2.22% |
| Holdings | 59 | 613 |
| YTD Return | -0.65% | +11.47%Best |
| 1Y Return | -2.58% | +15.94%Best |
| 3Y Return (annualized) | +9.54% | +18.03%Best |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 12.5% | 11.0%Best |
| Max Drawdown | -16.8% | -14.5%Best |
| $10,000 over 3.3 years | $13,378 | $16,623Best |
| Top 10 Weight | 21.9%Best | 26.1% |
| Fund Family | Running Oak Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jun 7, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 8, 2023 to Sep 21, 2026 (3.3 years).
RUNN 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 3.3 years both funds cover.
RUNN vs VYM Performance
Running Oak Efficient Growth ETF (RUNN) is an ETF from Running Oak Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year RUNN returned -2.58% while VYM returned +15.94%. Year to date, RUNN is down 0.65% versus a gain of 11.47% for VYM.
Over three years, RUNN compounded at +9.54% per year against +18.03% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RUNN has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 11.0% 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 -16.8% for RUNN and -14.5% 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RUNN charges 0.58% per year while VYM charges 0.04%. On a $10,000 position that is $58 vs $4 annually, a gap of $54 per year that compounds over a long holding period. On income, RUNN currently yields 0.54% against 2.22% for VYM.
Holdings Overlap
28.0% of RUNN's money is in holdings VYM also owns. 3.5% of VYM's money is in holdings RUNN also owns.
RUNN and VYM share little of their money.
17 positions in common, counted across the 59 positions we hold weights for in RUNN and 557 in VYM, against full books of 59 and 613.
What only one of them owns
Our book lists 511 positions for VYM that do not appear in our book for RUNN (93.6% of the fund), and 39 for RUNN that do not appear in VYM (67.4%).
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 RUNN | Weight in VYM | Difference |
|---|---|---|---|
| ADPAutomatic Data Processing, Inc. | 2.12% | 0.43% | 1.69% |
| ETNEaton Corp Plc | 1.60% | 0.65% | 0.95% |
| FDSFactset Research Systems Inc. | 2.17% | 0.04% | 2.13% |
| MMCMarsh & Mclennan Cos Inc Common Stock Usd 1 | 1.84% | 0.37% | 1.47% |
| GDGeneral Dynamics Corp. | 1.70% | 0.40% | 1.30% |
| BRBroadridge Financial Solutions, Inc. | 1.94% | 0.07% | 1.87% |
| SSNCSs&C Technologies Holdings Inc. | 1.93% | 0.06% | 1.87% |
| APDAir Products & Chemicals Inc. | 1.70% | 0.26% | 1.44% |
| TSCOTractor Supply Co. | 1.86% | 0.07% | 1.79% |
| CICigna Corp. | 1.63% | 0.30% | 1.33% |
28.0% of RUNN 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RUNN or VYM?
RUNN has an expense ratio of 0.58% while VYM charges 0.04%. VYM is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, RUNN or VYM?
Over the past year RUNN returned -2.58% vs +15.94% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RUNN or VYM?
RUNN has been the more volatile fund at 12.5% annualized versus 11.0% for VYM. Worst drawdown: RUNN -16.8% vs VYM -14.5%.
Should I hold both RUNN and VYM?
RUNN and VYM have a monthly-return correlation of 0.86, 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 RUNN and VYM?
28.0% of RUNN's money is in holdings VYM also owns. 3.5% of VYM's is in holdings RUNN also owns. They hold 17 positions in common, counted across the 59 positions we hold weights for in RUNN and 557 in VYM.
Which pays a higher dividend, RUNN or VYM?
RUNN yields 0.54% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than RUNN?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. RUNN is less concentrated, with 21.9% 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.