SDEM vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSDEMVYMWinner
Expense Ratio0.66%0.04%
AUM$45M$79.0B
Dividend Yield5.07%2.86%
Holdings63568
YTD Return+10.02%+16.78%
1Y Return+19.88%+24.43%
3Y Return (annualized)+19.64%+18.60%
5Y Return (annualized)+5.76%+12.30%
Volatility (annualized)18.8%14.6%
Max Drawdown-57.2%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMar 16, 2015Nov 10, 2006

SDEM vs VYM Performance

Global X MSCI SuperDividend Emerging Markets ETF (SDEM) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SDEM returned +19.88% while VYM returned +24.43%. Year to date, SDEM is up 10.02% versus a gain of 16.78% for VYM.

Over three years, SDEM compounded at +19.64% per year against +18.60% for VYM; over five years the annualized figures are +5.76% and +12.30% respectively. Across the full 11-year window we track, VYM has the edge at +7.11% annualized vs +0.56%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDEM has been the more volatile fund, with annualized monthly volatility of 18.8% 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 -57.2% for SDEM 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

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 5.07% against 2.86% for VYM.

Holdings Overlap

0.3%overlap

SDEM and VYM share 1 holdings out of 616 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SDEMWeight in VYMDifference
TEL1.78%0.30%1.48%

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. On a $10,000 investment, that is $62 per year of difference.

Which performed better, SDEM or VYM?

Over the past year SDEM returned +19.88% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), SDEM annualized +0.56% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, SDEM or VYM?

SDEM has been the more volatile fund at 18.8% annualized versus 14.6% for VYM. Worst drawdown: SDEM -57.2% vs VYM -58.8%.

Should I hold both SDEM and VYM?

SDEM and VYM have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SDEM and VYM?

SDEM and VYM share 1 common holdings with a 0.3% weight overlap. Combined, they hold 616 unique securities.

Which pays a higher dividend, SDEM or VYM?

SDEM yields 5.07% while VYM yields 2.86%, so SDEM currently pays the higher dividend yield.

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