SDUR vs VYM

SDUR vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricSDURVYMWinner
Expense Ratio0.39%0.04%
AUM$12M$81.6B
Dividend Yield0.00%2.24%
Holdings19613
YTD Return+0.18%+14.57%
1Y Return-+21.08%
3Y Return (annualized)-+18.16%
5Y Return (annualized)-+12.00%
Volatility (annualized)-14.6%
Max Drawdown-0.5%-58.8%
Fund FamilyAristotle FundsVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 29, 2026Nov 10, 2006

SDUR vs VYM Performance

Aristotle Short Term Income ETF (SDUR) is a ETF from Aristotle Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SDUR is up 0.18% versus a gain of 14.57% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.5% for SDUR and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SDUR charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, SDUR currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

SDUR and VYM share 0 holdings out of 622 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, SDUR or VYM?

SDUR has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

What is the holdings overlap between SDUR and VYM?

SDUR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 622 unique securities.

Which pays a higher dividend, SDUR or VYM?

SDUR yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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