SIOO vs VYM

SIOO vs VYM

Which is better, SIOO or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricSIOOVYM
Expense Ratio0.59%0.04%Best
AUM$20M$81.6B
Dividend Yield11.26%2.22%
Holdings117613
YTD Return+9.07%+12.87%Best
1Y Return-+17.25%
3Y Return (annualized)-+17.66%
5Y Return (annualized)-+11.98%
Fund FamilyVistaSharesVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionDec 11, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

SIOO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SIOO vs VYM Performance

VistaShares Target 15 S&P 100 Distribution ETF (SIOO) is an ETF from VistaShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, SIOO is up 9.07% versus a gain of 12.87% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

SIOO charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, SIOO currently yields 11.26% against 2.22% for VYM.

Holdings Overlap

VYM already in SIOO59.4%

At least 59.4% of VYM's money is in holdings SIOO also owns.

Stated as a floor: for SIOO, our book for it covers 92.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

60 positions in common, counted across the 103 positions we hold weights for in SIOO and 557 in VYM, against full books of 117 and 613.

Top Shared Holdings

StockWeight in SIOOWeight in VYMDifference
AVGOBroadcom Inc3.44%7.35%3.91%
JPMJpmorgan Chase1.96%3.82%1.86%
XOMExxon Mobil Corp.1.39%2.63%1.24%
JNJJohnson & Johnson - Common1.41%2.51%1.10%
CSCOCisco Systems Inc. - Ordinary Shares0.91%1.86%0.95%
ABBVAbbvie Inc.0.96%1.80%0.84%
BACBank of America Corp.: Financials0.89%1.66%0.77%
CVXChevron Corp0.83%1.48%0.65%
CATCaterpillar, Inc.0.79%1.50%0.71%
UNHUnitedhealth Group Incorporated0.74%1.52%0.78%

59.4% of VYM is already inside SIOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SIOOVYM

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Frequently Asked Questions

Which is cheaper, SIOO or VYM?

SIOO has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.

What is the holdings overlap between SIOO and VYM?

At least 59.4% of VYM's money is in holdings SIOO also owns. Our book for SIOO is partial, so the real figure is this or higher. They hold 60 positions in common, counted across the 103 positions we hold weights for in SIOO and 557 in VYM.

Which pays a higher dividend, SIOO or VYM?

SIOO yields 11.26% while VYM yields 2.22%, so SIOO currently pays the higher dividend yield.

Is VYM better than SIOO?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.