SKRE vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSKREVYMWinner
Expense Ratio0.75%0.04%
AUM$5M$79.0B
Dividend Yield0.37%2.86%
Holdings2568
YTD Return-35.09%+16.53%
1Y Return-46.21%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)41.7%14.6%
Max Drawdown-78.7%-58.8%
Fund FamilyTuttle FundsVanguard (US)
CategoryAlternativeEquity
InceptionJan 4, 2024Nov 10, 2006

SKRE vs VYM Performance

Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) is a ETF from Tuttle Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SKRE returned -46.21% while VYM returned +25.03%. Year to date, SKRE is down 35.09% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

SKRE has been the more volatile fund, with annualized monthly volatility of 41.7% compared with 14.6% 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 -78.7% for SKRE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.72. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SKRE charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, SKRE currently yields 0.37% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, SKRE or VYM?

SKRE has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, SKRE or VYM?

Over the past year SKRE returned -46.21% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), SKRE annualized -41.06% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, SKRE or VYM?

SKRE has been the more volatile fund at 41.7% annualized versus 14.6% for VYM. Worst drawdown: SKRE -78.7% vs VYM -58.8%.

Should I hold both SKRE and VYM?

SKRE and VYM have a monthly-return correlation of -0.72, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, SKRE or VYM?

SKRE yields 0.37% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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