SIJ vs VYM

SIJ vs VYM

Which is better, SIJ or VYM?

Opposite sides of the same exposure.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.85, so holding both offsets the exposure while paying both fees.

Lower Fees: VYMHigher Returns: VYM

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

MetricSIJVYM
Expense Ratio0.95%0.04%Best
AUM$6M$81.6B
Dividend Yield4.54%2.22%
Holdings5613
YTD Return-13.93%+12.29%Best
1Y Return-20.92%+16.61%Best
3Y Return (annualized)-27.17%+17.42%Best
5Y Return (annualized)-18.20%+12.12%Best
Volatility (annualized)38.0%14.6%Best
Max Drawdown--58.8%
$10,000 over 5 years$3,662$17,718Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Value
InceptionJan 30, 2007Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Sep 17, 2026 (19.6 years).

SIJ 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 19.6 years both funds cover.

SIJ vs VYM Performance

ProShares UltraShort Industrials (SIJ) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SIJ returned -20.92% while VYM returned +16.61%. Year to date, SIJ is down 13.93% versus a gain of 12.29% for VYM.

Over three years, SIJ compounded at -27.17% per year against +17.42% for VYM; over five years the annualized figures are -18.20% and +12.12% respectively. Across the full 20-year window we track, VYM has the edge at +6.74% annualized vs -28.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SIJ has been the more volatile fund, with annualized monthly volatility of 38.0% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.85. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

SIJ charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, SIJ currently yields 4.54% against 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of SIJ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SIJVYM

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Frequently Asked Questions

Which is cheaper, SIJ or VYM?

SIJ has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, SIJ or VYM?

Over the past year SIJ returned -20.92% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), SIJ annualized -28.89% vs +6.74% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SIJ or VYM?

SIJ has been the more volatile fund at 38.0% annualized versus 14.6% for VYM.

Should I hold both SIJ and VYM?

SIJ and VYM have a monthly-return correlation of -0.85, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, SIJ or VYM?

SIJ yields 4.54% while VYM yields 2.22%, so SIJ currently pays the higher dividend yield.

Is VYM better than SIJ?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.85, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.