SARK 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

MetricSARKVYMWinner
Expense Ratio1.00%0.04%
AUM$44M$79.0B
Dividend Yield3.16%2.86%
Holdings10568
YTD Return-10.19%+16.16%
1Y Return-17.27%+26.05%
3Y Return (annualized)-31.09%+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)47.1%14.6%
Max Drawdown-81.1%-58.8%
Fund FamilyTradr ETFsVanguard (US)
CategoryAlternativeEquity
InceptionNov 5, 2021Nov 10, 2006

SARK vs VYM Performance

Tradr 1X Short Innovation Daily ETF (SARK) is a ETF from Tradr ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SARK returned -17.27% while VYM returned +26.05%. Year to date, SARK is down 10.19% versus a gain of 16.16% for VYM.

Over three years, SARK compounded at -31.09% per year against +18.43% for VYM. Across the full 5-year window we track, VYM has the edge at +7.09% annualized vs -13.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SARK has been the more volatile fund, with annualized monthly volatility of 47.1% 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 -81.1% for SARK 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 -0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SARK charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, SARK currently yields 3.16% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, SARK or VYM?

SARK has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, SARK or VYM?

Over the past year SARK returned -17.27% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), SARK annualized -13.97% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, SARK or VYM?

SARK has been the more volatile fund at 47.1% annualized versus 14.6% for VYM. Worst drawdown: SARK -81.1% vs VYM -58.8%.

Should I hold both SARK and VYM?

SARK and VYM have a monthly-return correlation of -0.48, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SARK or VYM?

SARK yields 3.16% while VYM yields 2.86%, so SARK currently pays the higher dividend yield.

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