SFLO vs VYM

Quick Verdict

VYM has a lower expense ratio. SFLO delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: SFLOMore Diversified: VYM

Side-by-Side Comparison

MetricSFLOVYMWinner
Expense Ratio0.49%0.04%
AUM$644M$79.0B
Dividend Yield0.79%2.86%
Holdings201568
YTD Return+32.89%+16.10%
1Y Return+46.08%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)16.6%14.6%
Max Drawdown-26.6%-58.8%
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryEquityEquity
InceptionDec 21, 2023Nov 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 +46.08% while VYM returned +25.99%. Year to date, SFLO is up 32.89% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

SFLO has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -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 0.78. 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 0.79% against 2.86% for VYM.

Holdings Overlap

0.6%overlap

SFLO and VYM share 31 holdings out of 726 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SFLOWeight in VYMDifference
STNG:MH1.46%0.02%1.44%
SM1.30%0.03%1.27%
BWA0.99%0.05%0.94%
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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 +46.08% vs +25.99% for VYM, so SFLO leads on 1-year performance. Over the longest common window we track (3 years), SFLO annualized +19.06% vs +7.08% 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 14.6% 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 0.78, 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 31 common holdings with a 0.6% weight overlap. Combined, they hold 726 unique securities.

Which pays a higher dividend, SFLO or VYM?

SFLO yields 0.79% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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