SDIV vs VYM
Global X SuperDividend ETF vs Vanguard High Dividend Yield ETF
Which is better, SDIV or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.2% of the fund in its ten largest positions against 25.9%.
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 | SDIV | VYM |
|---|---|---|
| Expense Ratio | 0.58% | 0.04%Best |
| AUM | $1.2B | $81.6B |
| Dividend Yield | 9.10% | 2.24% |
| Holdings | 117 | 613 |
| YTD Return | +9.21% | +14.82%Best |
| 1Y Return | +15.50% | +20.84%Best |
| 3Y Return (annualized) | +14.95% | +18.64%Best |
| 5Y Return (annualized) | +1.29% | +12.28%Best |
| Volatility (annualized) | 18.7% | 13.0%Best |
| Max Drawdown | -69.0% | -35.7%Best |
| $10,000 over 5 years | $10,662 | $17,845Best |
| Top 10 Weight | 14.2%Best | 25.9% |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Jun 8, 2011 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 9, 2011 to Sep 4, 2026 (15.2 years).
SDIV 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 15.2 years both funds cover.
SDIV vs VYM Performance
Global X SuperDividend ETF (SDIV) 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 SDIV returned +15.50% while VYM returned +20.84%. Year to date, SDIV is up 9.21% versus a gain of 14.82% for VYM.
Over three years, SDIV compounded at +14.95% per year against +18.64% for VYM; over five years the annualized figures are +1.29% and +12.28% respectively. Across the full 15-year window we track, VYM has the edge at +10.12% annualized vs -3.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDIV has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 13.0% 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 -69.0% for SDIV 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 0.80. 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
5.6% of SDIV's money is in holdings VYM also owns.
SDIV and VYM share little of their money.
5 positions in common, counted across the 104 positions we hold weights for in SDIV and 602 in VYM, against full books of 117 and 613.
What only one of them owns
Our book lists 564 positions for VYM that do not appear in our book for SDIV (97.2% of the fund), and 33 for SDIV that do not appear in VYM (32.5%).
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 SDIV and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $54 a year on a $10,000 investment.
Which performed better, SDIV or VYM?
Over the past year SDIV returned +15.50% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), SDIV annualized -3.22% vs +10.12% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDIV or VYM?
SDIV has been the more volatile fund at 18.7% annualized versus 13.0% for VYM. Worst drawdown: SDIV -69.0% vs VYM -35.7%.
Should I hold both SDIV and VYM?
SDIV and VYM have a monthly-return correlation of 0.80, 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 SDIV and VYM?
5.6% of SDIV's money is in holdings VYM also owns. 0.0% of VYM's is in holdings SDIV also owns. They hold 5 positions in common, counted across the 104 positions we hold weights for in SDIV and 602 in VYM.
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.
Is VYM better than SDIV?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. SDIV is less concentrated, with 14.2% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.