SHRT vs VYM
Gotham Short Strategies ETF vs Vanguard High Dividend Yield ETF
Which is better, SHRT or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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 | SHRT | VYM |
|---|---|---|
| Expense Ratio | 1.35% | 0.04%Best |
| AUM | $12M | $81.6B |
| Dividend Yield | 0.08% | 2.22% |
| Holdings | 625 | 613 |
| YTD Return | -11.81% | +13.91%Best |
| 1Y Return | -11.07% | +17.57%Best |
| 3Y Return (annualized) | - | +18.12% |
| 5Y Return (annualized) | - | +12.17% |
| Volatility (annualized) | 13.0% | 10.2%Best |
| Max Drawdown | -27.8% | -14.5%Best |
| $10,000 over 2.8 years | $8,144 | $16,845Best |
| Fund Family | Gotham ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 6, 2023 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 6, 2023 to Sep 11, 2026 (2.8 years).
SHRT 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 2.8 years both funds cover.
SHRT vs VYM Performance
Gotham Short Strategies ETF (SHRT) is an ETF from Gotham ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SHRT returned -11.07% while VYM returned +17.57%. Year to date, SHRT is down 11.81% versus a gain of 13.91% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHRT has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 10.2% 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 -27.8% for SHRT 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 -0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SHRT charges 1.35% per year while VYM charges 0.04%. On a $10,000 position that is $135 vs $4 annually, a gap of $131 per year that compounds over a long holding period. On income, SHRT currently yields 0.08% against 2.22% for VYM.
Holdings Overlap
At least 24.5% of VYM's money is in holdings SHRT also owns.
Stated as a floor: for SHRT, our book for it covers 94.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and SHRT share little of their money.
The two holdings books were reported 91 days apart, SHRT as of Mar 31, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
114 positions in common, counted across the 401 positions we hold weights for in SHRT and 603 in VYM, against full books of 625 and 613.
Top Shared Holdings
| Stock | Weight in SHRT | Weight in VYM | Difference |
|---|---|---|---|
| JNJJohnson & Johnson | 0.00% | 2.54% | 2.54% |
| XOMExxon Mobil Corp. | -0.39% | 2.36% | 2.75% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.03% | 1.93% | 1.90% |
| NEMNewmont Corp. | 1.41% | 0.41% | 1.00% |
| ACNAccenture Plc | 1.47% | 0.32% | 1.15% |
| LMTLockheed Martin Corp | 1.32% | 0.43% | 0.89% |
| KOCoca Cola Co. | 0.44% | 1.31% | 0.87% |
| ORCLOracle Corp | 0.68% | 1.04% | 0.36% |
| SWKSSkyworks Solutions Inc. | 1.54% | 0.04% | 1.50% |
| HDHome Depot Inc/The | 0.09% | 1.46% | 1.37% |
24.5% of VYM is already inside SHRT.
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, SHRT or VYM?
SHRT has an expense ratio of 1.35% while VYM charges 0.04%. VYM is the cheaper option, by $131 a year on a $10,000 investment.
Which performed better, SHRT or VYM?
Over the past year SHRT returned -11.07% vs +17.57% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHRT or VYM?
SHRT has been the more volatile fund at 13.0% annualized versus 10.2% for VYM. Worst drawdown: SHRT -27.8% vs VYM -14.5%.
Should I hold both SHRT and VYM?
SHRT and VYM have a monthly-return correlation of -0.32, 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 SHRT and VYM?
At least 24.5% of VYM's money is in holdings SHRT also owns. Our book for SHRT is partial, so the real figure is this or higher. They hold 114 positions in common, counted across the 401 positions we hold weights for in SHRT and 603 in VYM.
Which pays a higher dividend, SHRT or VYM?
SHRT yields 0.08% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SHRT?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.