SGLC vs VYM
SGI US Large Cap Core ETF vs Vanguard High Dividend Yield ETF
Which is better, SGLC or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SGLC led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 40.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SGLC | VYM |
|---|---|---|
| Expense Ratio | 0.85% | 0.04%Best |
| AUM | $211M | $81.6B |
| Dividend Yield | 0.20% | 2.22% |
| Holdings | 162 | 613 |
| YTD Return | +17.73%Best | +11.35% |
| 1Y Return | +24.14%Best | +15.34% |
| 3Y Return (annualized) | +21.88%Best | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 13.0% | 11.4%Best |
| Max Drawdown | -20.2% | -14.5%Best |
| $10,000 over 3.5 years | $19,936Best | $16,619 |
| Top 10 Weight | 40.4% | 26.1%Best |
| Fund Family | Summit Global Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 31, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 31, 2023 to Sep 18, 2026 (3.5 years).
SGLC vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.
SGLC vs VYM Performance
SGI US Large Cap Core ETF (SGLC) is an ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SGLC returned +24.14% while VYM returned +15.34%. Year to date, SGLC is up 17.73% versus a gain of 11.35% for VYM.
Over three years, SGLC compounded at +21.88% per year against +17.22% for VYM. Across the full 4-year window we track, SGLC has the edge at +21.79% annualized vs +15.62%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SGLC has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 11.4% 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 -20.2% for SGLC and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 2.22% for VYM.
Holdings Overlap
30.3% of SGLC's money is in holdings VYM also owns. 49.4% of VYM's money is in holdings SGLC also owns.
The two portfolios partly overlap.
62 positions in common, counted across the 139 positions we hold weights for in SGLC and 557 in VYM, against full books of 162 and 613.
What only one of them owns
Our book lists 466 positions for VYM that do not appear in our book for SGLC (47.6% of the fund), and 77 for SGLC that do not appear in VYM (69.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SGLC | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.51% | 7.35% | 4.84% |
| JPMJpmorgan Chase | 1.73% | 3.82% | 2.09% |
| XOMExxon Mobil Corp. | 1.26% | 2.63% | 1.37% |
| JNJJohnson & Johnson - Common | 0.84% | 2.51% | 1.67% |
| BACBank of America Corp.: Financials | 0.82% | 1.66% | 0.84% |
| CVXChevron Corp | 0.82% | 1.48% | 0.66% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.38% | 1.86% | 1.48% |
| MRKMerck & Company Inc | 0.86% | 1.31% | 0.45% |
| ABBVAbbvie Inc. | 0.34% | 1.80% | 1.46% |
| PGProcter & Gamble Company | 0.51% | 1.37% | 0.86% |
49.4% of VYM is already inside SGLC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $81 a year on a $10,000 investment.
Which performed better, SGLC or VYM?
Over the past year SGLC returned +24.14% vs +15.34% for VYM, so SGLC leads on 1-year performance. Over the longest common window we track (4 years), SGLC annualized +21.79% vs +15.62% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SGLC or VYM?
SGLC has been the more volatile fund at 13.0% annualized versus 11.4% for VYM. Worst drawdown: SGLC -20.2% vs VYM -14.5%.
Should I hold both SGLC and VYM?
SGLC and VYM have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SGLC and VYM?
49.4% of VYM's money is in holdings SGLC also owns. 49.4% of VYM's is in holdings SGLC also owns. They hold 62 positions in common, counted across the 139 positions we hold weights for in SGLC and 557 in VYM.
Which pays a higher dividend, SGLC or VYM?
SGLC yields 0.20% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SGLC?
VYM has a lower expense ratio. SGLC led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 40.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.