SDEM vs VYM

SDEM vs VYM

Which is better, SDEM or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. SDEM led over 1Y and 3Y, VYM over 5Y and the full window. SDEM is less concentrated, with 23.1% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: SDEM

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

MetricSDEMVYM
Expense Ratio0.66%0.04%Best
AUM$46M$81.6B
Dividend Yield4.88%2.22%
Holdings66613
YTD Return+12.86%Best+10.23%
1Y Return+22.71%Best+14.28%
3Y Return (annualized)+19.56%Best+17.50%
5Y Return (annualized)+6.20%+11.60%Best
Volatility (annualized)18.7%13.9%Best
Max Drawdown-57.2%-35.7%Best
$10,000 over 5 years$13,509$17,311Best
Top 10 Weight23.1%Best26.1%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionMar 16, 2015Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Mar 17, 2015 to Sep 23, 2026 (11.5 years).

SDEM 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 11.5 years both funds cover.

SDEM vs VYM Performance

Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SDEM returned +22.71% while VYM returned +14.28%. Year to date, SDEM is up 12.86% versus a gain of 10.23% for VYM.

Over three years, SDEM compounded at +19.56% per year against +17.50% for VYM; over five years the annualized figures are +6.20% and +11.60% respectively. Across the full 12-year window we track, VYM has the edge at +8.99% annualized vs +0.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDEM has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 13.9% 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 -57.2% for SDEM and -35.7% 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 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SDEM charges 0.66% per year while VYM charges 0.04%. On a $10,000 position that is $66 vs $4 annually, a gap of $62 per year that compounds over a long holding period. On income, SDEM currently yields 4.88% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 55 holdings in SDEM and 557 in VYM, totalling 98.4% 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 55 positions we hold weights for in SDEM and 557 in VYM, against full books of 66 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for SDEM (97.1% of the fund), and 3 for SDEM that do not appear in VYM (5.6%).

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.

You are not choosing between two funds in isolation.

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

SDEMVYM

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Frequently Asked Questions

Which is cheaper, SDEM or VYM?

SDEM has an expense ratio of 0.66% while VYM charges 0.04%. VYM is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, SDEM or VYM?

Over the past year SDEM returned +22.71% vs +14.28% for VYM, so SDEM leads on 1-year performance. Over the longest common window we track (12 years), SDEM annualized +0.78% vs +8.99% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SDEM or VYM?

SDEM has been the more volatile fund at 18.7% annualized versus 13.9% for VYM. Worst drawdown: SDEM -57.2% vs VYM -35.7%.

Should I hold both SDEM and VYM?

SDEM and VYM have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SDEM or VYM?

SDEM yields 4.88% while VYM yields 2.22%, so SDEM currently pays the higher dividend yield.

Is VYM better than SDEM?

VYM has a lower expense ratio. SDEM led over 1Y and 3Y, VYM over 5Y and the full window. SDEM is less concentrated, with 23.1% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.