SGLC vs VYM
SGI US Large Cap Core ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SGLC delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SGLC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.04% | |
| AUM | $200M | $79.0B | |
| Dividend Yield | 0.20% | 2.86% | |
| Holdings | 123 | 568 | |
| YTD Return | +18.95% | +16.10% | |
| 1Y Return | +30.53% | +25.99% | |
| 3Y Return (annualized) | +22.12% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 13.2% | 14.6% | |
| Max Drawdown | -20.2% | -58.8% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2023 | Nov 10, 2006 |
SGLC vs VYM Performance
SGI US Large Cap Core ETF (SGLC) is a ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SGLC returned +30.53% while VYM returned +25.99%. Year to date, SGLC is up 18.95% versus a gain of 16.10% for VYM.
Over three years, SGLC compounded at +22.12% per year against +18.29% for VYM. Across the full 3-year window we track, SGLC has the edge at +22.93% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.2% for SGLC. 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 -20.2% for SGLC 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
SGLC charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, SGLC currently yields 0.20% against 2.86% for VYM.
Holdings Overlap
SGLC and VYM share 54 holdings out of 627 unique holdings combined, representing a 18.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SGLC or VYM?
SGLC has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, SGLC or VYM?
Over the past year SGLC returned +30.53% vs +25.99% for VYM, so SGLC leads on 1-year performance. Over the longest common window we track (3 years), SGLC annualized +22.93% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SGLC or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.2% for SGLC. Worst drawdown: SGLC -20.2% vs VYM -58.8%.
Should I hold both SGLC and VYM?
SGLC 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 SGLC and VYM?
SGLC and VYM share 54 common holdings with a 18.3% weight overlap. Combined, they hold 627 unique securities.
Which pays a higher dividend, SGLC or VYM?
SGLC yields 0.20% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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