RYSE vs VYM
Vest 10 Year Interest Rate Hedge ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RYSE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.94% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 1.97% | 2.86% | |
| Holdings | 4 | 568 | |
| YTD Return | +2.28% | +16.10% | |
| 1Y Return | +2.19% | +25.99% | |
| 3Y Return (annualized) | +6.15% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 15.8% | 14.6% | |
| Max Drawdown | -19.9% | -58.8% | |
| Fund Family | CBOE Vest | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 3, 2023 | Nov 10, 2006 |
RYSE vs VYM Performance
Vest 10 Year Interest Rate Hedge ETF (RYSE) is a ETF from CBOE Vest and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RYSE returned +2.19% while VYM returned +25.99%. Year to date, RYSE is up 2.28% versus a gain of 16.10% for VYM.
Over three years, RYSE compounded at +6.15% per year against +18.29% for VYM. Across the full 3-year window we track, VYM has the edge at +7.08% annualized vs +6.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RYSE has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -19.9% for RYSE 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 -0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
RYSE charges 0.94% per year while VYM charges 0.04%. On a $10,000 position that is $94 vs $4 annually, a gap of $90 per year that compounds over a long holding period. On income, RYSE currently yields 1.97% against 2.86% for VYM.
Holdings Overlap
RYSE and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RYSE or VYM?
RYSE has an expense ratio of 0.94% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $90 per year of difference.
Which performed better, RYSE or VYM?
Over the past year RYSE returned +2.19% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), RYSE annualized +6.37% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, RYSE or VYM?
RYSE has been the more volatile fund at 15.8% annualized versus 14.6% for VYM. Worst drawdown: RYSE -19.9% vs VYM -58.8%.
Should I hold both RYSE and VYM?
RYSE and VYM have a monthly-return correlation of -0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RYSE and VYM?
RYSE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, RYSE or VYM?
RYSE yields 1.97% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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