SOCL vs VYM
Global X Social Media ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SOCL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $91M | $79.0B | |
| Dividend Yield | 0.49% | 2.86% | |
| Holdings | 50 | 568 | |
| YTD Return | -16.93% | +16.10% | |
| 1Y Return | -16.09% | +25.99% | |
| 3Y Return (annualized) | +8.24% | +18.29% | |
| 5Y Return (annualized) | -5.78% | +12.35% | |
| Volatility (annualized) | 23.4% | 14.6% | |
| Max Drawdown | -68.7% | -58.8% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 14, 2011 | Nov 10, 2006 |
SOCL vs VYM Performance
Global X Social Media ETF (SOCL) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SOCL returned -16.09% while VYM returned +25.99%. Year to date, SOCL is down 16.93% versus a gain of 16.10% for VYM.
Over three years, SOCL compounded at +8.24% per year against +18.29% for VYM; over five years the annualized figures are -5.78% and +12.35% respectively. Across the full 15-year window we track, SOCL has the edge at +8.26% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOCL has been the more volatile fund, with annualized monthly volatility of 23.4% 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 -68.7% for SOCL 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SOCL charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, SOCL currently yields 0.49% against 2.86% for VYM.
Holdings Overlap
SOCL and VYM share 0 holdings out of 606 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SOCL or VYM?
SOCL has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, SOCL or VYM?
Over the past year SOCL returned -16.09% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), SOCL annualized +8.26% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SOCL or VYM?
SOCL has been the more volatile fund at 23.4% annualized versus 14.6% for VYM. Worst drawdown: SOCL -68.7% vs VYM -58.8%.
Should I hold both SOCL and VYM?
SOCL and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SOCL and VYM?
SOCL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, SOCL or VYM?
SOCL yields 0.49% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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