SPFF vs VYM

SPFF 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

MetricSPFFVYMWinner
Expense Ratio0.48%0.04%
AUM$145M$81.6B
Dividend Yield6.62%2.24%
Holdings52616
YTD Return+4.70%+15.60%
1Y Return+10.07%+23.48%
3Y Return (annualized)+9.99%+19.07%
5Y Return (annualized)+1.82%+12.50%
Volatility (annualized)9.3%14.6%
Max Drawdown-50.1%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJul 16, 2012Nov 10, 2006

SPFF vs VYM Performance

Global X SuperIncome Preferred ETF (SPFF) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SPFF returned +10.07% while VYM returned +23.48%. Year to date, SPFF is up 4.70% versus a gain of 15.60% for VYM.

Over three years, SPFF compounded at +9.99% per year against +19.07% for VYM; over five years the annualized figures are +1.82% and +12.50% respectively. Across the full 14-year window we track, VYM has the edge at +7.05% annualized vs -0.79%. 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 9.3% for SPFF. 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 -50.1% for SPFF 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SPFF charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, SPFF currently yields 6.62% against 2.24% for VYM.

Holdings Overlap

0.3%overlap

SPFF and VYM share 2 holdings out of 610 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPFFWeight in VYMDifference
SYF1.76%0.11%1.65%
FITB1.42%0.21%1.21%

Frequently Asked Questions

Which is cheaper, SPFF or VYM?

SPFF has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, SPFF or VYM?

Over the past year SPFF returned +10.07% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (14 years), SPFF annualized -0.79% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, SPFF or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 9.3% for SPFF. Worst drawdown: SPFF -50.1% vs VYM -58.8%.

Should I hold both SPFF and VYM?

SPFF and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPFF and VYM?

SPFF and VYM share 2 common holdings with a 0.3% weight overlap. Combined, they hold 610 unique securities.

Which pays a higher dividend, SPFF or VYM?

SPFF yields 6.62% while VYM yields 2.24%, so SPFF currently pays the higher dividend yield.

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