SCOW vs VYM

SCOW vs VYM

Which is better, SCOW 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 25.9% of the fund in its ten largest positions against 39.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: 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

MetricSCOWVYM
Expense Ratio0.59%0.04%Best
AUM$2M$81.6B
Dividend Yield0.36%2.24%
Holdings81613
YTD Return+17.87%Best+14.82%
1Y Return+15.32%+20.84%Best
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)11.7%9.0%Best
Max Drawdown-10.1%-6.7%Best
$10,000 over 1 years$11,536$12,045Best
Top 10 Weight39.9%25.9%Best
Fund FamilyPacer ETFsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionAug 27, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Aug 28, 2025 to Sep 4, 2026 (1 years).

SCOW 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 years both funds cover.

SCOW vs VYM Performance

Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF (SCOW) is an ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SCOW returned +15.32% while VYM returned +20.84%. Year to date, SCOW is up 17.87% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCOW has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 9.0% 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 -10.1% for SCOW and -6.7% 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SCOW charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, SCOW currently yields 0.36% against 2.24% for VYM.

Holdings Overlap

SCOW already in VYM31.6%
VYM already in SCOW0.4%

31.6% of SCOW's money is in holdings VYM also owns. 0.4% of VYM's money is in holdings SCOW also owns.

The two portfolios partly overlap.

23 positions in common, counted across the 80 positions we hold weights for in SCOW and 602 in VYM, against full books of 81 and 613.

What only one of them owns

Our book lists 548 positions for VYM that do not appear in our book for SCOW (96.9% of the fund), and 57 for SCOW that do not appear in VYM (68.4%).

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

StockWeight in SCOWWeight in VYMDifference
JXNJackson Financial Inc USD5.11%0.03%5.08%
MKTXMarketaxess Holdings Inc?.?3.45%0.02%3.43%
BFHBread Financial Holdings, Inc.3.32%0.02%3.30%
MGYMagnolia Oil & Gas Corp2.92%0.02%2.90%
RHIRobert Half International Inc.1.62%0.01%1.61%
IRDMIridium Communications Inc1.59%0.02%1.57%
KTBKontoor Brands Inc1.36%0.02%1.34%
KLIC:SIKulicke & Soffa Industries Inc Adr1.06%0.03%1.03%
IBPInstalled Building Products Inc1.01%0.02%0.99%
CRCCalifornia Resources Corp Common Stock0.99%0.02%0.97%

31.6% of SCOW 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.

SCOWVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCOW or VYM?

SCOW has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, SCOW or VYM?

Over the past year SCOW returned +15.32% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SCOW annualized +15.36% vs +20.45% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCOW or VYM?

SCOW has been the more volatile fund at 11.7% annualized versus 9.0% for VYM. Worst drawdown: SCOW -10.1% vs VYM -6.7%.

Should I hold both SCOW and VYM?

SCOW and VYM have a monthly-return correlation of 0.67, 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 SCOW and VYM?

31.6% of SCOW's money is in holdings VYM also owns. 0.4% of VYM's is in holdings SCOW also owns. They hold 23 positions in common, counted across the 80 positions we hold weights for in SCOW and 602 in VYM.

Which pays a higher dividend, SCOW or VYM?

SCOW yields 0.36% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than SCOW?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.