RXD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricRXDVYMWinner
Expense Ratio0.95%0.04%
AUM$3M$79.0B
Dividend Yield3.13%2.86%
Holdings7568
YTD Return-15.22%+16.78%
1Y Return-37.56%+24.43%
3Y Return (annualized)-11.42%+18.60%
5Y Return (annualized)-8.58%+12.30%
Volatility (annualized)29.4%14.6%
Max Drawdown-99.8%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007Nov 10, 2006

RXD vs VYM Performance

ProShares UltraShort Health Care (RXD) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RXD returned -37.56% while VYM returned +24.43%. Year to date, RXD is down 15.22% versus a gain of 16.78% for VYM.

Over three years, RXD compounded at -11.42% per year against +18.60% for VYM; over five years the annualized figures are -8.58% and +12.30% respectively. Across the full 20-year window we track, VYM has the edge at +7.11% annualized vs -24.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RXD has been the more volatile fund, with annualized monthly volatility of 29.4% 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 -99.8% for RXD 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 -0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

RXD 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, RXD currently yields 3.13% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, RXD or VYM?

RXD has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, RXD or VYM?

Over the past year RXD returned -37.56% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), RXD annualized -24.79% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, RXD or VYM?

RXD has been the more volatile fund at 29.4% annualized versus 14.6% for VYM. Worst drawdown: RXD -99.8% vs VYM -58.8%.

Should I hold both RXD and VYM?

RXD and VYM have a monthly-return correlation of -0.66, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, RXD or VYM?

RXD yields 3.13% while VYM yields 2.86%, so RXD currently pays the higher dividend yield.

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