SPSK vs VYM
SP Funds Dow Jones Global Sukuk ETF vs Vanguard High Dividend Yield ETF
Which is better, SPSK or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SPSK | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $660M | $81.6B |
| Dividend Yield | 4.60% | 2.22% |
| Holdings | 170 | 613 |
| YTD Return | -1.82% | +9.71%Best |
| 1Y Return | -1.30% | +13.77%Best |
| 3Y Return (annualized) | +3.79% | +17.30%Best |
| 5Y Return (annualized) | +0.47% | +11.45%Best |
| Volatility (annualized) | 4.7%Best | 15.7% |
| Max Drawdown | -13.1%Best | -35.7% |
| $10,000 over 5 years | $10,237 | $17,195Best |
| Fund Family | SP Funds | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Value |
| Inception | Dec 27, 2019 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 30, 2019 to Sep 24, 2026 (6.7 years).
SPSK vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.7 years both funds cover.
SPSK vs VYM Performance
SP Funds Dow Jones Global Sukuk ETF (SPSK) is an ETF from SP Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SPSK returned -1.30% while VYM returned +13.77%. Year to date, SPSK is down 1.82% versus a gain of 9.71% for VYM.
Over three years, SPSK compounded at +3.79% per year against +17.30% for VYM; over five years the annualized figures are +0.47% and +11.45% respectively. Across the full 7-year window we track, VYM has the edge at +10.59% annualized vs +0.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 4.7% for SPSK. 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 -13.1% for SPSK and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SPSK charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, SPSK currently yields 4.60% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 10 holdings in SPSK and 557 in VYM, totalling 5.5% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in SPSK and 557 in VYM, against full books of 170 and 613.
You are not choosing between two funds in isolation.
Whichever of SPSK and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SPSK or VYM?
SPSK has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, SPSK or VYM?
Over the past year SPSK returned -1.30% vs +13.77% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), SPSK annualized +0.44% vs +10.59% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SPSK or VYM?
VYM has been the more volatile fund at 15.7% annualized versus 4.7% for SPSK. Worst drawdown: SPSK -13.1% vs VYM -35.7%.
Should I hold both SPSK and VYM?
SPSK and VYM have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SPSK or VYM?
SPSK yields 4.60% while VYM yields 2.22%, so SPSK currently pays the higher dividend yield.
Is VYM better than SPSK?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.