SCD vs VYM
LMP Capital and Income Fund Inc. vs Vanguard High Dividend Yield ETF
Which is better, SCD or VYM?
Equity-oriented Balanced against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
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
| Metric | SCD | VYM |
|---|---|---|
| Expense Ratio | 2.67% | 0.04%Best |
| AUM | $400M | $81.6B |
| Dividend Yield | 8.21% | 2.22% |
| Holdings | 158 | 613 |
| YTD Return | +8.66% | +11.35%Best |
| 1Y Return | +5.97% | +15.34%Best |
| 3Y Return (annualized) | +15.91% | +17.22%Best |
| 5Y Return (annualized) | +11.67% | +12.30%Best |
| Volatility (annualized) | 21.9% | 14.6%Best |
| Max Drawdown | -71.3% | -58.8%Best |
| $10,000 over 5 years | $17,365 | $17,861Best |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Equity-oriented Balanced | Large Cap Value |
| Inception | Feb 24, 2004 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 18, 2026 (19.8 years).
SCD 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 19.8 years both funds cover.
SCD vs VYM Performance
LMP Capital and Income Fund Inc. (SCD) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SCD returned +5.97% while VYM returned +15.34%. Year to date, SCD is up 8.66% versus a gain of 11.35% for VYM.
Over three years, SCD compounded at +15.91% per year against +17.22% for VYM; over five years the annualized figures are +11.67% and +12.30% respectively. Across the full 20-year window we track, VYM has the edge at +6.82% annualized vs +1.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCD has been the more volatile fund, with annualized monthly volatility of 21.9% 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 -71.3% for SCD 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCD charges 2.67% per year while VYM charges 0.04%. On a $10,000 position that is $267 vs $4 annually, a gap of $263 per year that compounds over a long holding period. On income, SCD currently yields 8.21% against 2.22% for VYM.
Holdings Overlap
At least 32.4% of VYM's money is in holdings SCD also owns.
Only one direction is shown: for SCD, our book for it lists positions totalling 122.3% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
The two holdings books were reported 154 days apart, SCD as of Feb 27, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
34 positions in common, counted across the 138 positions we hold weights for in SCD and 557 in VYM, against full books of 158 and 613.
Top Shared Holdings
| Stock | Weight in SCD | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.25% | 7.35% | 5.10% |
| JPMJpmorgan Chase | 2.19% | 3.82% | 1.63% |
| WMBWilliams Cos. Inc. | 4.63% | 0.35% | 4.28% |
| JNJJohnson & Johnson - Common | 1.52% | 2.51% | 0.99% |
| UNPUnion Pacific Corp | 3.08% | 0.70% | 2.38% |
| KMIKinder Morgan Inc./de | 3.25% | 0.25% | 3.00% |
| PGProcter & Gamble Company | 1.97% | 1.37% | 0.60% |
| BACBank Of America Corp. | 1.64% | 1.66% | 0.02% |
| NEENextera Energy Inc | 2.49% | 0.74% | 1.75% |
| MRKMerck & Company Inc | 1.77% | 1.31% | 0.46% |
32.4% of VYM is already inside SCD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SCD or VYM?
SCD has an expense ratio of 2.67% while VYM charges 0.04%. VYM is the cheaper option, by $263 a year on a $10,000 investment.
Which performed better, SCD or VYM?
Over the past year SCD returned +5.97% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), SCD annualized +1.69% vs +6.82% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCD or VYM?
SCD has been the more volatile fund at 21.9% annualized versus 14.6% for VYM. Worst drawdown: SCD -71.3% vs VYM -58.8%.
Should I hold both SCD and VYM?
SCD and VYM have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCD and VYM?
At least 32.4% of VYM's money is in holdings SCD also owns. Our book for SCD is partial, so the real figure is this or higher. They hold 34 positions in common, counted across the 138 positions we hold weights for in SCD and 557 in VYM.
Which pays a higher dividend, SCD or VYM?
SCD yields 8.21% while VYM yields 2.22%, so SCD currently pays the higher dividend yield.
Is VYM better than SCD?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.