SCDV vs VYM
Bahl & Gaynor Small Cap Dividend 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 | SCDV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $153M | $79.0B | |
| Dividend Yield | 0.43% | 2.86% | |
| Holdings | 35 | 568 | |
| YTD Return | +16.70% | +16.16% | |
| 1Y Return | +17.37% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 14.5% | 14.6% | |
| Max Drawdown | -22.8% | -58.8% | |
| Fund Family | Bahl & Gaynor | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2024 | Nov 10, 2006 |
SCDV vs VYM Performance
Bahl & Gaynor Small Cap Dividend ETF (SCDV) is a ETF from Bahl & Gaynor and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SCDV returned +17.37% while VYM returned +26.05%. Year to date, SCDV is up 16.70% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.5% for SCDV. 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 -22.8% for SCDV 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCDV charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, SCDV currently yields 0.43% against 2.86% for VYM.
Holdings Overlap
SCDV and VYM share 9 holdings out of 583 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCDV or VYM?
SCDV has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, SCDV or VYM?
Over the past year SCDV returned +17.37% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SCDV annualized +8.22% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, SCDV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.5% for SCDV. Worst drawdown: SCDV -22.8% vs VYM -58.8%.
Should I hold both SCDV and VYM?
SCDV and VYM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCDV and VYM?
SCDV and VYM share 9 common holdings with a 0.3% weight overlap. Combined, they hold 583 unique securities.
Which pays a higher dividend, SCDV or VYM?
SCDV yields 0.43% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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