SPCT vs VYM

SPCT 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

MetricSPCTVYMWinner
Expense Ratio0.85%0.04%
AUM$69M$81.6B
Dividend Yield0.77%2.24%
Holdings52613
YTD Return+8.72%+14.18%
1Y Return+10.58%+20.67%
3Y Return (annualized)-+18.47%
5Y Return (annualized)-+12.01%
Volatility (annualized)11.3%14.5%
Max Drawdown-7.2%-58.8%
Fund FamilyLiberty One Investment Management, LLCVanguard (US)
CategoryEquityEquity
InceptionSep 30, 2025Nov 10, 2006

SPCT vs VYM Performance

Liberty One Spectrum ETF (SPCT) is a ETF from Liberty One Investment Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SPCT returned +10.58% while VYM returned +20.67%. Year to date, SPCT is up 8.72% versus a gain of 14.18% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 11.3% for SPCT. 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 -7.2% for SPCT 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

SPCT charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, SPCT currently yields 0.77% against 2.24% for VYM.

Holdings Overlap

24.5%overlap

SPCT and VYM share 30 holdings out of 624 unique holdings combined, representing a 24.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPCTWeight in VYMDifference
AVGO2.98%7.29%4.31%
JPM1.94%3.38%1.44%
JNJ2.61%2.54%0.07%
CATProProPro
KOProProPro
UNHProProPro
CVXProProPro
GSProProPro
PGProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, SPCT or VYM?

SPCT has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, SPCT or VYM?

Over the past year SPCT returned +10.58% vs +20.67% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.

Which is riskier, SPCT or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 11.3% for SPCT. Worst drawdown: SPCT -7.2% vs VYM -58.8%.

Should I hold both SPCT and VYM?

SPCT 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 SPCT and VYM?

SPCT and VYM share 30 common holdings with a 24.5% weight overlap. Combined, they hold 624 unique securities.

Which pays a higher dividend, SPCT or VYM?

SPCT yields 0.77% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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