SHPP vs VYM
SHPP vs VYM
Pacer Industrials and Logistics ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SHPP delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SHPP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 1.74% | 2.86% | |
| Holdings | 105 | 568 | |
| YTD Return | +19.54% | +15.80% | |
| 1Y Return | +26.52% | +26.12% | |
| 3Y Return (annualized) | +11.76% | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 18.1% | 14.6% | |
| Max Drawdown | -21.6% | -58.8% | |
| Fund Family | Pacer ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 8, 2022 | Nov 10, 2006 |
SHPP vs VYM Performance
Pacer Industrials and Logistics ETF (SHPP) is a ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SHPP returned +26.52% while VYM returned +26.12%. Year to date, SHPP is up 19.54% versus a gain of 15.80% for VYM.
Over three years, SHPP compounded at +11.76% per year against +18.25% for VYM. Across the full 4-year window we track, SHPP has the edge at +11.67% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHPP has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -21.6% for SHPP 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SHPP charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, SHPP currently yields 1.74% against 2.86% for VYM.
Holdings Overlap
SHPP and VYM share 11 holdings out of 662 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SHPP | Weight in VYM | Difference |
|---|---|---|---|
| UNP | 8.79% | 0.70% | 8.09% |
| UPS | 4.33% | 0.37% | 3.96% |
| FDX | 3.91% | 0.36% | 3.55% |
| NSC | Pro | Pro | Pro |
| ROK | Pro | Pro | Pro |
| CHRW | Pro | Pro | Pro |
| R | Pro | Pro | Pro |
| ZIM:IL | Pro | Pro | Pro |
| SBLK:MH | Pro | Pro | Pro |
| WERN | Pro | Pro | Pro |
See all 10 holdings SHPP shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SHPP or VYM?
SHPP has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, SHPP or VYM?
Over the past year SHPP returned +26.52% vs +26.12% for VYM, so SHPP leads on 1-year performance. Over the longest common window we track (4 years), SHPP annualized +11.67% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, SHPP or VYM?
SHPP has been the more volatile fund at 18.1% annualized versus 14.6% for VYM. Worst drawdown: SHPP -21.6% vs VYM -58.8%.
Should I hold both SHPP and VYM?
SHPP and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHPP and VYM?
SHPP and VYM share 11 common holdings with a 2.1% weight overlap. Combined, they hold 662 unique securities.
Which pays a higher dividend, SHPP or VYM?
SHPP yields 1.74% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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