SPCX vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSPCXVYMWinner
Expense Ratio2.32%0.04%
AUM$7M$79.0B
Dividend Yield16.50%2.86%
Holdings42568
YTD Return-13.80%+16.10%
1Y Return-+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)-14.6%
Max Drawdown-46.4%-58.8%
Fund FamilyAXS InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionDec 15, 2020Nov 10, 2006

SPCX vs VYM Performance

The SPAC and New Issue ETF (SPCX) is a ETF from AXS Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SPCX is down 13.80% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -46.4% for SPCX and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SPCX charges 2.32% per year while VYM charges 0.04%. On a $10,000 position that is $232 vs $4 annually, a gap of $228 per year that compounds over a long holding period. On income, SPCX currently yields 16.50% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

SPCX and VYM share 0 holdings out of 594 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, SPCX or VYM?

SPCX has an expense ratio of 2.32% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $228 per year of difference.

What is the holdings overlap between SPCX and VYM?

SPCX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 594 unique securities.

Which pays a higher dividend, SPCX or VYM?

SPCX yields 16.50% while VYM yields 2.86%, so SPCX currently pays the higher dividend yield.

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