SCDV vs VYM
Bahl & Gaynor Small Cap Dividend ETF vs Vanguard High Dividend Yield ETF
Which is better, SCDV or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 47.6%.
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 | SCDV | VYM |
|---|---|---|
| Expense Ratio | 0.70% | 0.04%Best |
| AUM | $156M | $81.6B |
| Dividend Yield | 0.46% | 2.22% |
| Holdings | 40 | 613 |
| YTD Return | +8.39% | +11.47%Best |
| 1Y Return | +6.37% | +15.94%Best |
| 3Y Return (annualized) | - | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 14.6% | 9.9%Best |
| Max Drawdown | -22.8% | -14.5%Best |
| $10,000 over 1.8 years | $10,600 | $12,812Best |
| Top 10 Weight | 47.6% | 26.1%Best |
| Fund Family | Bahl & Gaynor | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Dec 11, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 12, 2024 to Sep 21, 2026 (1.8 years).
SCDV 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 1.8 years both funds cover.
SCDV vs VYM Performance
Bahl & Gaynor Small Cap Dividend ETF (SCDV) is an ETF from Bahl & Gaynor and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SCDV returned +6.37% while VYM returned +15.94%. Year to date, SCDV is up 8.39% versus a gain of 11.47% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCDV has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 9.9% 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 -22.8% for SCDV and -14.5% 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 0.71. 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 0.46% against 2.22% for VYM.
Holdings Overlap
30.0% of SCDV's money is in holdings VYM also owns. 0.4% of VYM's money is in holdings SCDV also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 36 positions we hold weights for in SCDV and 557 in VYM, against full books of 40 and 613.
What only one of them owns
Our book lists 517 positions for VYM that do not appear in our book for SCDV (96.7% of the fund), and 24 for SCDV that do not appear in VYM (65.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SCDV | Weight in VYM | Difference |
|---|---|---|---|
| CHEChemed Corp | 5.48% | 0.03% | 5.45% |
| VCTRVictory Receivables Corp | 4.90% | 0.02% | 4.88% |
| TXRHTexas Roadhouse Inc | 3.40% | 0.05% | 3.35% |
| EVREvercore, Inc. Class A | 3.26% | 0.05% | 3.21% |
| RGAReinsurance Group of America, Incorporated | 3.17% | 0.06% | 3.11% |
| CPKChesapeake Utilities Corp | 3.02% | 0.01% | 3.01% |
| DTMDT Midstream Inc | 2.09% | 0.06% | 2.03% |
| FFBCFirst Financial Bank. | 1.73% | 0.01% | 1.72% |
| ATRAptargroup Inc | 1.68% | 0.03% | 1.65% |
| IBPInstalled Building Products | 0.75% | 0.02% | 0.73% |
30.0% of SCDV is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $66 a year on a $10,000 investment.
Which performed better, SCDV or VYM?
Over the past year SCDV returned +6.37% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SCDV annualized +3.29% vs +14.76% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCDV or VYM?
SCDV has been the more volatile fund at 14.6% annualized versus 9.9% for VYM. Worst drawdown: SCDV -22.8% vs VYM -14.5%.
Should I hold both SCDV and VYM?
SCDV and VYM have a monthly-return correlation of 0.71, 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 SCDV and VYM?
30.0% of SCDV's money is in holdings VYM also owns. 0.4% of VYM's is in holdings SCDV also owns. They hold 11 positions in common, counted across the 36 positions we hold weights for in SCDV and 557 in VYM.
Which pays a higher dividend, SCDV or VYM?
SCDV yields 0.46% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SCDV?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 47.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.