SLVP vs VYM

SLVP vs VYM

Which is better, SLVP or VYM?

Mid Cap Blend against Large Cap Value.

VYM has a lower expense ratio. SLVP led over 1Y, 3Y and 5Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 70.8%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricSLVPVYM
Expense Ratio0.39%0.04%Best
AUM$978M$81.6B
Dividend Yield1.77%2.22%
Holdings48613
YTD Return+15.59%Best+13.15%
1Y Return+62.91%Best+17.82%
3Y Return (annualized)+64.29%Best+17.99%
5Y Return (annualized)+25.14%Best+12.16%
Volatility (annualized)42.4%13.0%Best
Max Drawdown-80.6%-35.7%Best
$10,000 over 5 years$30,689Best$17,750
Top 10 Weight70.8%25.9%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionJan 31, 2012Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Feb 2, 2012 to Sep 10, 2026 (14.6 years).

SLVP 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 14.6 years both funds cover.

SLVP vs VYM Performance

iShares MSCI Global Silver and Metals Miners ETF (SLVP) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SLVP returned +62.91% while VYM returned +17.82%. Year to date, SLVP is up 15.59% versus a gain of 13.15% for VYM.

Over three years, SLVP compounded at +64.29% per year against +17.99% for VYM; over five years the annualized figures are +25.14% and +12.16% respectively. Across the full 15-year window we track, VYM has the edge at +10.12% annualized vs +4.40%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SLVP has been the more volatile fund, with annualized monthly volatility of 42.4% compared with 13.0% 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 -80.6% for SLVP 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 0.29. They move largely independently of each other.

Fees and Cost Over Time

SLVP charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, SLVP currently yields 1.77% against 2.22% for VYM.

Holdings Overlap

SLVP already in VYM4.5%
VYM already in SLVP0.4%

4.5% of SLVP's money is in holdings VYM also owns. 0.4% of VYM's money is in holdings SLVP also owns.

SLVP and VYM share little of their money.

1 positions in common, counted across the 36 positions we hold weights for in SLVP and 603 in VYM, against full books of 48 and 613.

What only one of them owns

Our book lists 567 positions for VYM that do not appear in our book for SLVP (97.1% of the fund), and 5 for SLVP that do not appear in VYM (16.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SLVPWeight in VYMDifference
NEMNewmont Corp.4.51%0.41%4.10%

You are not choosing between two funds in isolation.

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

SLVPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SLVP or VYM?

SLVP has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, SLVP or VYM?

Over the past year SLVP returned +62.91% vs +17.82% for VYM, so SLVP leads on 1-year performance. Over the longest common window we track (15 years), SLVP annualized +4.40% vs +10.12% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SLVP or VYM?

SLVP has been the more volatile fund at 42.4% annualized versus 13.0% for VYM. Worst drawdown: SLVP -80.6% vs VYM -35.7%.

Should I hold both SLVP and VYM?

SLVP and VYM have a monthly-return correlation of 0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SLVP and VYM?

4.5% of SLVP's money is in holdings VYM also owns. 0.4% of VYM's is in holdings SLVP also owns. They hold 1 positions in common, counted across the 36 positions we hold weights for in SLVP and 603 in VYM.

Which pays a higher dividend, SLVP or VYM?

SLVP yields 1.77% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SLVP?

VYM has a lower expense ratio. SLVP led over 1Y, 3Y and 5Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 70.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.