SHRD vs VYM
Arimathea Catholic Core Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | SHRD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.52% | 0.04% | |
| AUM | $13M | $81.6B | |
| Dividend Yield | 0.38% | 2.24% | |
| Holdings | 88 | 616 | |
| YTD Return | -0.96% | +15.36% | |
| 1Y Return | - | +21.96% | |
| 3Y Return (annualized) | - | +18.85% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.9% | -58.8% | |
| Fund Family | Faith Investor Services | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 12, 2026 | Nov 10, 2006 |
SHRD vs VYM Performance
Arimathea Catholic Core Bond ETF (SHRD) is a ETF from Faith Investor Services and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SHRD is down 0.96% versus a gain of 15.36% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for SHRD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SHRD charges 0.52% per year while VYM charges 0.04%. On a $10,000 position that is $52 vs $4 annually, a gap of $48 per year that compounds over a long holding period. On income, SHRD currently yields 0.38% against 2.24% for VYM.
Holdings Overlap
SHRD and VYM share 0 holdings out of 686 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SHRD or VYM?
SHRD has an expense ratio of 0.52% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
What is the holdings overlap between SHRD and VYM?
SHRD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 686 unique securities.
Which pays a higher dividend, SHRD or VYM?
SHRD yields 0.38% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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