SH vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSHVYMWinner
Expense Ratio0.89%0.04%
AUM$928M$79.0B
Dividend Yield4.21%2.86%
Holdings16568
YTD Return-9.62%+15.80%
1Y Return-14.69%+26.12%
3Y Return (annualized)-12.98%+18.25%
5Y Return (annualized)-8.93%+12.51%
Volatility (annualized)14.9%14.6%
Max Drawdown-95.5%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 19, 2006Nov 10, 2006

SH vs VYM Performance

ProShares Short S&P500 (SH) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SH returned -14.69% while VYM returned +26.12%. Year to date, SH is down 9.62% versus a gain of 15.80% for VYM.

Over three years, SH compounded at -12.98% per year against +18.25% for VYM; over five years the annualized figures are -8.93% and +12.51% respectively. Across the full 20-year window we track, VYM has the edge at +7.07% annualized vs -12.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SH has been the more volatile fund, with annualized monthly volatility of 14.9% 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 -95.5% for SH 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 -0.88. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SH charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, SH currently yields 4.21% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, SH or VYM?

SH has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, SH or VYM?

Over the past year SH returned -14.69% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), SH annualized -12.54% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, SH or VYM?

SH has been the more volatile fund at 14.9% annualized versus 14.6% for VYM. Worst drawdown: SH -95.5% vs VYM -58.8%.

Should I hold both SH and VYM?

SH and VYM have a monthly-return correlation of -0.88, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SH or VYM?

SH yields 4.21% while VYM yields 2.86%, so SH currently pays the higher dividend yield.

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