SKOR vs VYM

SKOR vs VYM

Which is better, SKOR or VYM?

Long Term Mid Quality against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

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

MetricSKORVYM
Expense Ratio0.15%0.04%Best
AUM$755M$81.6B
Dividend Yield4.71%2.22%
Holdings1,651613
YTD Return-0.67%+13.91%Best
1Y Return+0.37%+17.57%Best
3Y Return (annualized)+5.58%+18.12%Best
5Y Return (annualized)+1.38%+12.17%Best
Volatility (annualized)4.5%Best13.8%
Max Drawdown-16.0%Best-35.7%
$10,000 over 5 years$10,709$17,758Best
Fund FamilyNorthern Trust Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Value
InceptionNov 12, 2014Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 14, 2014 to Sep 11, 2026 (11.8 years).

SKOR 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 11.8 years both funds cover.

SKOR vs VYM Performance

Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) is an ETF from Northern Trust Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SKOR returned +0.37% while VYM returned +17.57%. Year to date, SKOR is down 0.67% versus a gain of 13.91% for VYM.

Over three years, SKOR compounded at +5.58% per year against +18.12% for VYM; over five years the annualized figures are +1.38% and +12.17% respectively. Across the full 12-year window we track, VYM has the edge at +8.97% annualized vs +1.36%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 4.5% for SKOR. 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 -16.0% for SKOR and -35.7% 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 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SKOR charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, SKOR currently yields 4.71% against 2.22% for VYM.

Holdings Overlap

VYM already in SKOR0.3%

At least 0.3% of VYM's money is in holdings SKOR also owns.

Stated as a floor: for SKOR, our book for it covers 85.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 1,468 positions we hold weights for in SKOR and 603 in VYM, against full books of 1,651 and 613.

Top Shared Holdings

StockWeight in SKORWeight in VYMDifference
KDPKeurig Dr Pepper Inc.0.06%0.18%0.12%
HUBBHubbell Inc. Class B0.05%0.11%0.06%
SFStifel Financial Corporation0.06%0.04%0.02%

You are not choosing between two funds in isolation.

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

SKORVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SKOR or VYM?

SKOR has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, SKOR or VYM?

Over the past year SKOR returned +0.37% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (12 years), SKOR annualized +1.36% vs +8.97% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SKOR or VYM?

VYM has been the more volatile fund at 13.8% annualized versus 4.5% for SKOR. Worst drawdown: SKOR -16.0% vs VYM -35.7%.

Should I hold both SKOR and VYM?

SKOR and VYM have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SKOR or VYM?

SKOR yields 4.71% while VYM yields 2.22%, so SKOR currently pays the higher dividend yield.

Is VYM better than SKOR?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.