SNPD vs VYM

SNPD vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSNPDVYMWinner
Expense Ratio0.15%0.04%
AUM$3M$81.6B
Dividend Yield3.14%2.24%
Holdings107613
YTD Return+13.36%+14.57%
1Y Return+14.12%+21.08%
3Y Return (annualized)+9.13%+18.16%
5Y Return (annualized)-+12.00%
Volatility (annualized)13.0%14.6%
Max Drawdown-15.8%-58.8%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionNov 9, 2022Nov 10, 2006

SNPD vs VYM Performance

Xtrackers S&P Dividend Aristocrats Screened ETF (SNPD) is a ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SNPD returned +14.12% while VYM returned +21.08%. Year to date, SNPD is up 13.36% versus a gain of 14.57% for VYM.

Over three years, SNPD compounded at +9.13% per year against +18.16% for VYM. Across the full 4-year window we track, SNPD has the edge at +8.11% annualized vs +6.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.0% for SNPD. 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 -15.8% for SNPD 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SNPD 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, SNPD currently yields 3.14% against 2.24% for VYM.

Holdings Overlap

19.6%overlap

SNPD and VYM share 72 holdings out of 637 unique holdings combined, representing a 19.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SNPDWeight in VYMDifference
XOM1.67%2.36%0.69%
VZ3.23%0.74%2.49%
RHI3.59%0.01%3.58%
ABBVProProPro
EIXProProPro
KOProProPro
BBYProProPro
TXNProProPro
PGProProPro
TGTProProPro
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Frequently Asked Questions

Which is cheaper, SNPD or VYM?

SNPD has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, SNPD or VYM?

Over the past year SNPD returned +14.12% vs +21.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), SNPD annualized +8.11% vs +6.99% for VYM. Past performance does not guarantee future results.

Which is riskier, SNPD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.0% for SNPD. Worst drawdown: SNPD -15.8% vs VYM -58.8%.

Should I hold both SNPD and VYM?

SNPD and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SNPD and VYM?

SNPD and VYM share 72 common holdings with a 19.6% weight overlap. Combined, they hold 637 unique securities.

Which pays a higher dividend, SNPD or VYM?

SNPD yields 3.14% while VYM yields 2.24%, so SNPD currently pays the higher dividend yield.

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