SMOG vs VYM

SMOG vs VYM

Which is better, SMOG or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio. SMOG led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.8%.

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

MetricSMOGVYM
Expense Ratio0.64%0.04%Best
AUM$125M$81.6B
Dividend Yield1.56%2.22%
Holdings57613
YTD Return+4.45%+13.15%Best
1Y Return+18.13%Best+17.82%
3Y Return (annualized)+8.17%+17.99%Best
5Y Return (annualized)-1.71%+12.16%Best
Volatility (annualized)28.5%14.7%Best
Max Drawdown-84.4%-58.8%Best
$10,000 over 5 years$9,174$17,750Best
Top 10 Weight56.8%25.9%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionMay 3, 2007Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: May 9, 2007 to Sep 10, 2026 (19.3 years).

SMOG 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 19.3 years both funds cover.

SMOG vs VYM Performance

VanEck Low Carbon Energy ETF (SMOG) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SMOG returned +18.13% while VYM returned +17.82%. Year to date, SMOG is up 4.45% versus a gain of 13.15% for VYM.

Over three years, SMOG compounded at +8.17% per year against +17.99% for VYM; over five years the annualized figures are -1.71% and +12.16% respectively. Across the full 19-year window we track, VYM has the edge at +6.64% annualized vs +1.61%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SMOG has been the more volatile fund, with annualized monthly volatility of 28.5% compared with 14.7% 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 -84.4% for SMOG and -58.8% 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 0.66. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SMOG charges 0.64% per year while VYM charges 0.04%. On a $10,000 position that is $64 vs $4 annually, a gap of $60 per year that compounds over a long holding period. On income, SMOG currently yields 1.56% against 2.22% for VYM.

Holdings Overlap

SMOG already in VYM10.4%
VYM already in SMOG0.8%

10.4% of SMOG's money is in holdings VYM also owns. 0.8% of VYM's money is in holdings SMOG also owns.

SMOG and VYM share little of their money.

4 positions in common, counted across the 56 positions we hold weights for in SMOG and 603 in VYM, against full books of 57 and 613.

What only one of them owns

Our book lists 564 positions for VYM that do not appear in our book for SMOG (96.6% of the fund), and 16 for SMOG that do not appear in VYM (40.6%).

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 SMOGWeight in VYMDifference
NEENextera Energy Inc.7.27%0.76%6.51%
OCOwens Corning1.89%0.05%1.84%
IBPInstalled Building Products Inc0.63%0.02%0.61%
HASIHannon Armstrong Sustainable Infrastructure Capital, Inc. Com0.57%0.02%0.55%

You are not choosing between two funds in isolation.

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

SMOGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SMOG or VYM?

SMOG has an expense ratio of 0.64% while VYM charges 0.04%. VYM is the cheaper option, by $60 a year on a $10,000 investment.

Which performed better, SMOG or VYM?

Over the past year SMOG returned +18.13% vs +17.82% for VYM, so SMOG leads on 1-year performance. Over the longest common window we track (19 years), SMOG annualized +1.61% vs +6.64% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SMOG or VYM?

SMOG has been the more volatile fund at 28.5% annualized versus 14.7% for VYM. Worst drawdown: SMOG -84.4% vs VYM -58.8%.

Should I hold both SMOG and VYM?

SMOG and VYM have a monthly-return correlation of 0.66, 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 SMOG and VYM?

10.4% of SMOG's money is in holdings VYM also owns. 0.8% of VYM's is in holdings SMOG also owns. They hold 4 positions in common, counted across the 56 positions we hold weights for in SMOG and 603 in VYM.

Which pays a higher dividend, SMOG or VYM?

SMOG yields 1.56% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SMOG?

VYM has a lower expense ratio. SMOG led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.