SOCL vs VYM
Global X Social Media ETF vs Vanguard High Dividend Yield ETF
Which is better, SOCL or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 69.4%.
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
| Metric | SOCL | VYM |
|---|---|---|
| Expense Ratio | 0.65% | 0.04%Best |
| AUM | $89M | $81.6B |
| Dividend Yield | 0.47% | 2.24% |
| Holdings | 50 | 613 |
| YTD Return | -20.29% | +14.82%Best |
| 1Y Return | -20.98% | +20.84%Best |
| 3Y Return (annualized) | +6.08% | +18.64%Best |
| 5Y Return (annualized) | -7.55% | +12.28%Best |
| Volatility (annualized) | 23.3% | 12.9%Best |
| Max Drawdown | -68.7% | -35.7%Best |
| $10,000 over 5 years | $6,754 | $17,845Best |
| Top 10 Weight | 69.4% | 25.9%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Nov 14, 2011 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2011 to Sep 4, 2026 (14.8 years).
SOCL 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 14.8 years both funds cover.
SOCL vs VYM Performance
Global X Social Media ETF (SOCL) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SOCL returned -20.98% while VYM returned +20.84%. Year to date, SOCL is down 20.29% versus a gain of 14.82% for VYM.
Over three years, SOCL compounded at +6.08% per year against +18.64% for VYM; over five years the annualized figures are -7.55% and +12.28% respectively. Across the full 15-year window we track, VYM has the edge at +10.47% annualized vs +7.92%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SOCL has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 12.9% 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 -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 0.46. They move together some of the time, and apart the rest.
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 0.47% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 47 holdings in SOCL and 603 in VYM, totalling 99.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 47 positions we hold weights for in SOCL and 603 in VYM, against full books of 50 and 613.
What only one of them owns
Our book lists 569 positions for VYM that do not appear in our book for SOCL (97.4% of the fund), and 21 for SOCL that do not appear in VYM (48.9%).
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.
You are not choosing between two funds in isolation.
Whichever of SOCL and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $61 a year on a $10,000 investment.
Which performed better, SOCL or VYM?
Over the past year SOCL returned -20.98% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), SOCL annualized +7.92% vs +10.47% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SOCL or VYM?
SOCL has been the more volatile fund at 23.3% annualized versus 12.9% for VYM. Worst drawdown: SOCL -68.7% vs VYM -35.7%.
Should I hold both SOCL and VYM?
SOCL and VYM have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SOCL or VYM?
SOCL yields 0.47% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than SOCL?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 69.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.