SPDF vs VYM

SPDF vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricSPDFVYMWinner
Expense Ratio0.69%0.04%
AUM$28M$81.6B
Dividend Yield0.00%2.24%
Holdings3616
YTD Return+10.06%+14.84%
1Y Return-+20.88%
3Y Return (annualized)-+18.34%
5Y Return (annualized)-+12.04%
Volatility (annualized)-14.6%
Max Drawdown-4.4%-58.8%
Fund FamilyTamarisk Capital Management, LLCVanguard (US)
CategoryEquityEquity
InceptionApr 14, 2026Nov 10, 2006

SPDF vs VYM Performance

Defender Risk Adaptive 500 ETF (SPDF) is a ETF from Tamarisk Capital Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SPDF is up 10.06% versus a gain of 14.84% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.4% for SPDF 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

SPDF charges 0.69% per year while VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, SPDF currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

SPDF and VYM share 0 holdings out of 605 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, SPDF or VYM?

SPDF has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

What is the holdings overlap between SPDF and VYM?

SPDF and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, SPDF or VYM?

SPDF yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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