SBU vs VYM

SBU vs VYM

Which is better, SBU or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricSBUVYM
Expense Ratio0.75%0.04%Best
AUM$803,414.88$81.6B
Dividend Yield0.00%2.22%
Holdings5613
Fund FamilyLeverage SharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionNov 17, 2025Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 56 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SBU has data through Jul 28, 2026 and VYM through Sep 22, 2026.

Fees and Cost Over Time

SBU charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, SBU currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in SBU and 557 in VYM, totalling 17.4% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in SBU and 557 in VYM, against full books of 5 and 613.

You are not choosing between two funds in isolation.

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

SBUVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SBU or VYM?

SBU has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which pays a higher dividend, SBU or VYM?

SBU yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SBU?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.