SOR vs VYM
SOR vs VYM
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SOR vs VYM
Source Capital vs Vanguard High Dividend Yield ETF
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
VYM offers more diversification with 613 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: VYM
Side-by-Side Comparison
| Metric | SOR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.04% | |
| AUM | - | $81.6B | |
| Dividend Yield | - | 2.24% | |
| Holdings | 0 | 613 | |
| YTD Return | - | +14.87% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | - | 14.5% | |
| Max Drawdown | - | -58.8% | |
| Fund Family | SOURCE CAPITAL /DE/ | Vanguard (US) | |
| Category | - | Equity | |
| Inception | - | Nov 10, 2006 |
SOR vs VYM Performance
Source Capital (SOR) is a ETF from SOURCE CAPITAL /DE/ and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US).
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