SDS vs VYM

SDS vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSDSVYMWinner
Expense Ratio0.91%0.04%
AUM$385M$81.6B
Dividend Yield5.29%2.24%
Holdings20613
YTD Return-18.92%+14.57%
1Y Return-27.74%+21.08%
3Y Return (annualized)-27.92%+18.16%
5Y Return (annualized)-20.41%+12.00%
Volatility (annualized)28.3%14.6%
Max Drawdown-99.9%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 11, 2006Nov 10, 2006

SDS vs VYM Performance

ProShares UltraShort S&P500 (SDS) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SDS returned -27.74% while VYM returned +21.08%. Year to date, SDS is down 18.92% versus a gain of 14.57% for VYM.

Over three years, SDS compounded at -27.92% per year against +18.16% for VYM; over five years the annualized figures are -20.41% and +12.00% respectively. Across the full 20-year window we track, VYM has the edge at +6.99% annualized vs -26.22%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SDS has been the more volatile fund, with annualized monthly volatility of 28.3% 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 -99.9% for SDS 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 -0.88. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SDS charges 0.91% per year while VYM charges 0.04%. On a $10,000 position that is $91 vs $4 annually, a gap of $87 per year that compounds over a long holding period. On income, SDS currently yields 5.29% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

SDS and VYM share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SDS or VYM?

SDS has an expense ratio of 0.91% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, SDS or VYM?

Over the past year SDS returned -27.74% vs +21.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), SDS annualized -26.22% vs +6.99% for VYM. Past performance does not guarantee future results.

Which is riskier, SDS or VYM?

SDS has been the more volatile fund at 28.3% annualized versus 14.6% for VYM. Worst drawdown: SDS -99.9% vs VYM -58.8%.

Should I hold both SDS and VYM?

SDS and VYM have a monthly-return correlation of -0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SDS and VYM?

SDS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, SDS or VYM?

SDS yields 5.29% while VYM yields 2.24%, so SDS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free