SDIV vs VYM

SDIV vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSDIVVYMWinner
Expense Ratio0.58%0.04%
AUM$1.2B$81.6B
Dividend Yield9.10%2.24%
Holdings139616
YTD Return+6.95%+16.42%
1Y Return+14.46%+24.22%
3Y Return (annualized)+14.87%+19.03%
5Y Return (annualized)+1.35%+12.21%
Volatility (annualized)18.8%14.6%
Max Drawdown-69.0%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionJun 8, 2011Nov 10, 2006

SDIV vs VYM Performance

Global X SuperDividend ETF (SDIV) 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 SDIV returned +14.46% while VYM returned +24.22%. Year to date, SDIV is up 6.95% versus a gain of 16.42% for VYM.

Over three years, SDIV compounded at +14.87% per year against +19.03% for VYM; over five years the annualized figures are +1.35% and +12.21% respectively. Across the full 15-year window we track, VYM has the edge at +7.10% annualized vs -3.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDIV 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 -69.0% for SDIV 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SDIV charges 0.58% per year while VYM charges 0.04%. On a $10,000 position that is $58 vs $4 annually, a gap of $54 per year that compounds over a long holding period. On income, SDIV currently yields 9.10% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

SDIV and VYM share 3 holdings out of 688 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SDIVWeight in VYMDifference
RHI1.26%0.01%1.25%
WU0.92%0.01%0.91%
TFSL0.00%0.00%0.00%

Frequently Asked Questions

Which is cheaper, SDIV or VYM?

SDIV has an expense ratio of 0.58% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $54 per year of difference.

Which performed better, SDIV or VYM?

Over the past year SDIV returned +14.46% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), SDIV annualized -3.36% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, SDIV or VYM?

SDIV has been the more volatile fund at 18.8% annualized versus 14.6% for VYM. Worst drawdown: SDIV -69.0% vs VYM -58.8%.

Should I hold both SDIV and VYM?

SDIV and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SDIV and VYM?

SDIV and VYM share 3 common holdings with a 0.0% weight overlap. Combined, they hold 688 unique securities.

Which pays a higher dividend, SDIV or VYM?

SDIV yields 9.10% while VYM yields 2.24%, so SDIV currently pays the higher dividend yield.

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