RWM vs VYM

RWM vs VYM

Which is better, RWM or VYM?

Opposite sides of the same exposure.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.79, so holding both offsets the exposure while paying both fees.

Lower Fees: VYMHigher Returns: VYM

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

MetricRWMVYM
Expense Ratio0.95%0.04%Best
AUM$123M$81.6B
Dividend Yield3.76%2.22%
Holdings10613
YTD Return-12.76%+13.91%Best
1Y Return-15.22%+17.57%Best
3Y Return (annualized)-12.54%+18.12%Best
5Y Return (annualized)-5.56%+12.17%Best
Volatility (annualized)20.8%14.6%Best
Max Drawdown-96.9%-58.8%Best
$10,000 over 5 years$7,512$17,758Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionJan 23, 2007Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 25, 2007 to Sep 11, 2026 (19.6 years).

RWM 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 19.6 years both funds cover.

RWM vs VYM Performance

ProShares Short Russell2000 (RWM) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year RWM returned -15.22% while VYM returned +17.57%. Year to date, RWM is down 12.76% versus a gain of 13.91% for VYM.

Over three years, RWM compounded at -12.54% per year against +18.12% for VYM; over five years the annualized figures are -5.56% and +12.17% respectively. Across the full 20-year window we track, VYM has the edge at +6.91% annualized vs -13.58%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RWM has been the more volatile fund, with annualized monthly volatility of 20.8% 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 -96.9% for RWM and -58.8% 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 -0.79. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

RWM charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, RWM currently yields 3.76% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in RWM and 603 in VYM, totalling 84.5% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 62 days apart, RWM as of Aug 31, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in RWM and 603 in VYM, against full books of 10 and 613.

You are not choosing between two funds in isolation.

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

RWMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RWM or VYM?

RWM has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, RWM or VYM?

Over the past year RWM returned -15.22% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), RWM annualized -13.58% vs +6.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RWM or VYM?

RWM has been the more volatile fund at 20.8% annualized versus 14.6% for VYM. Worst drawdown: RWM -96.9% vs VYM -58.8%.

Should I hold both RWM and VYM?

RWM and VYM have a monthly-return correlation of -0.79, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, RWM or VYM?

RWM yields 3.76% while VYM yields 2.22%, so RWM currently pays the higher dividend yield.

Is VYM better than RWM?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.79, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.