SFLO vs VYM
VictoryShares Small Cap Free Cash Flow ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SFLO delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | SFLO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.04% | |
| AUM | $802M | $81.6B | |
| Dividend Yield | 0.73% | 2.24% | |
| Holdings | 201 | 613 | |
| YTD Return | +36.75% | +14.87% | |
| 1Y Return | +39.48% | +21.39% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | 16.6% | 14.5% | |
| Max Drawdown | -26.6% | -58.8% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 21, 2023 | Nov 10, 2006 |
SFLO vs VYM Performance
VictoryShares Small Cap Free Cash Flow ETF (SFLO) is a ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SFLO returned +39.48% while VYM returned +21.39%. Year to date, SFLO is up 36.75% versus a gain of 14.87% for VYM.
Risk: Volatility and Drawdowns
SFLO has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.5% 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 -26.6% for SFLO 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SFLO charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, SFLO currently yields 0.73% against 2.24% for VYM.
Holdings Overlap
SFLO and VYM share 29 holdings out of 773 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SFLO or VYM?
SFLO has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, SFLO or VYM?
Over the past year SFLO returned +39.48% vs +21.39% for VYM, so SFLO leads on 1-year performance. Over the longest common window we track (3 years), SFLO annualized +19.84% vs +7.00% for VYM. Past performance does not guarantee future results.
Which is riskier, SFLO or VYM?
SFLO has been the more volatile fund at 16.6% annualized versus 14.5% for VYM. Worst drawdown: SFLO -26.6% vs VYM -58.8%.
Should I hold both SFLO and VYM?
SFLO and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SFLO and VYM?
SFLO and VYM share 29 common holdings with a 0.5% weight overlap. Combined, they hold 773 unique securities.
Which pays a higher dividend, SFLO or VYM?
SFLO yields 0.73% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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