SEMG vs VYM
Suncoast Select Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SEMG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $63M | $79.0B | |
| Dividend Yield | 0.05% | 2.86% | |
| Holdings | 22 | 568 | |
| YTD Return | +3.41% | +16.16% | |
| 1Y Return | +8.25% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 12.2% | 14.6% | |
| Max Drawdown | -15.8% | -58.8% | |
| Fund Family | Suncoast Equity Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 14, 2025 | Nov 10, 2006 |
SEMG vs VYM Performance
Suncoast Select Growth ETF (SEMG) is a ETF from Suncoast Equity Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SEMG returned +8.25% while VYM returned +26.05%. Year to date, SEMG is up 3.41% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.2% for SEMG. 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 -15.8% for SEMG 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SEMG charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, SEMG currently yields 0.05% against 2.86% for VYM.
Holdings Overlap
SEMG and VYM share 3 holdings out of 577 unique holdings combined, representing a 4.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SEMG or VYM?
SEMG has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, SEMG or VYM?
Over the past year SEMG returned +8.25% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SEMG annualized +8.75% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, SEMG or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.2% for SEMG. Worst drawdown: SEMG -15.8% vs VYM -58.8%.
Should I hold both SEMG and VYM?
SEMG and VYM have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SEMG and VYM?
SEMG and VYM share 3 common holdings with a 4.7% weight overlap. Combined, they hold 577 unique securities.
Which pays a higher dividend, SEMG or VYM?
SEMG yields 0.05% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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