SKRE vs VYM

SKRE vs VYM

Which is better, SKRE or VYM?

Opposite sides of the same exposure.

VYM has a lower expense ratio. VYM led over 1Y and the full window. The two move opposite each other, correlation -0.72, 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

MetricSKREVYM
Expense Ratio0.75%0.04%Best
AUM$6M$81.6B
Dividend Yield0.36%2.22%
Holdings5613
YTD Return-28.82%+13.91%Best
1Y Return-33.26%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)41.6%10.2%Best
Max Drawdown-78.8%-14.5%Best
$10,000 over 2.7 years$2,750$15,638Best
Fund FamilyTuttle FundsVanguard (US)
CategoryAlternativeEquity
StyleTrading-Inverse DebtLarge Cap Value
InceptionJan 4, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 4, 2024 to Sep 11, 2026 (2.7 years).

SKRE 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 2.7 years both funds cover.

SKRE vs VYM Performance

Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) is an ETF from Tuttle Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SKRE returned -33.26% while VYM returned +17.57%. Year to date, SKRE is down 28.82% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SKRE has been the more volatile fund, with annualized monthly volatility of 41.6% 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 -78.8% for SKRE 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 -0.72. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

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 0.36% against 2.22% for VYM.

You are not choosing between two funds in isolation.

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

SKREVYM

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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, by $71 a year on a $10,000 investment.

Which performed better, SKRE or VYM?

Over the past year SKRE returned -33.26% 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, SKRE or VYM?

SKRE has been the more volatile fund at 41.6% annualized versus 10.2% for VYM. Worst drawdown: SKRE -78.8% vs VYM -14.5%.

Should I hold both SKRE and VYM?

SKRE and VYM have a monthly-return correlation of -0.72, 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, SKRE or VYM?

SKRE yields 0.36% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SKRE?

VYM has a lower expense ratio. VYM led over 1Y and the full window. The two move opposite each other, correlation -0.72, 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.