SPCZ vs VYM

SPCZ 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 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSPCZVYMWinner
Expense Ratio0.90%0.04%
AUM$7M$81.6B
Dividend Yield9.67%2.24%
Holdings171616
YTD Return+2.04%+15.60%
1Y Return-5.75%+23.48%
3Y Return (annualized)+2.41%+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)6.5%14.6%
Max Drawdown-12.3%-58.8%
Fund FamilyRiverNorthVanguard (US)
CategoryEquityEquity
InceptionJul 11, 2022Nov 10, 2006

SPCZ vs VYM Performance

RiverNorth Enhanced Pre-Merger SPAC ETF (SPCZ) is a ETF from RiverNorth and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SPCZ returned -5.75% while VYM returned +23.48%. Year to date, SPCZ is up 2.04% versus a gain of 15.60% for VYM.

Over three years, SPCZ compounded at +2.41% per year against +19.07% for VYM. Across the full 4-year window we track, VYM has the edge at +7.05% annualized vs +3.33%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 6.5% for SPCZ. 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 -12.3% for SPCZ 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPCZ charges 0.90% per year while VYM charges 0.04%. On a $10,000 position that is $90 vs $4 annually, a gap of $86 per year that compounds over a long holding period. On income, SPCZ currently yields 9.67% against 2.24% for VYM.

Holdings Overlap

0.2%overlap

SPCZ and VYM share 1 holdings out of 689 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPCZWeight in VYMDifference
STT4.79%0.19%4.60%

Frequently Asked Questions

Which is cheaper, SPCZ or VYM?

SPCZ has an expense ratio of 0.90% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, SPCZ or VYM?

Over the past year SPCZ returned -5.75% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), SPCZ annualized +3.33% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, SPCZ or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 6.5% for SPCZ. Worst drawdown: SPCZ -12.3% vs VYM -58.8%.

Should I hold both SPCZ and VYM?

SPCZ and VYM have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPCZ and VYM?

SPCZ and VYM share 1 common holdings with a 0.2% weight overlap. Combined, they hold 689 unique securities.

Which pays a higher dividend, SPCZ or VYM?

SPCZ yields 9.67% while VYM yields 2.24%, so SPCZ currently pays the higher dividend yield.

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