SPYH vs VYM

SPYH vs VYM

Which is better, SPYH or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricSPYHVYM
Expense Ratio0.68%0.04%Best
AUM$43M$81.6B
Dividend Yield8.27%2.22%
Holdings490613
YTD Return+2.32%+11.35%Best
1Y Return+5.28%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)7.6%Best9.3%
Max Drawdown-7.7%-7.5%Best
$10,000 over 1.5 years$12,406$13,343Best
Top 10 Weight38.1%26.1%Best
Fund FamilyNEOSVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 2, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 3, 2025 to Sep 18, 2026 (1.5 years).

SPYH 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 1.5 years both funds cover.

SPYH vs VYM Performance

NEOS S&P 500 Hedged Equity Income ETF (SPYH) is an ETF from NEOS and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SPYH returned +5.28% while VYM returned +15.34%. Year to date, SPYH is up 2.32% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 9.3% compared with 7.6% for SPYH. 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 -7.7% for SPYH and -7.5% 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SPYH charges 0.68% per year while VYM charges 0.04%. On a $10,000 position that is $68 vs $4 annually, a gap of $64 per year that compounds over a long holding period. On income, SPYH currently yields 8.27% against 2.22% for VYM.

Holdings Overlap

SPYH already in VYM34.6%
VYM already in SPYH88.6%

34.6% of SPYH's money is in holdings VYM also owns. 88.6% of VYM's money is in holdings SPYH also owns.

Most of VYM is already inside SPYH. Owning both mostly buys the same companies twice.

246 positions in common, counted across the 483 positions we hold weights for in SPYH and 557 in VYM, against full books of 490 and 613.

What only one of them owns

Our book lists 283 positions for VYM that do not appear in our book for SPYH (8.7% of the fund), and 231 for SPYH that do not appear in VYM (64.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SPYHWeight in VYMDifference
AVGOBroadcom Inc2.70%7.35%4.65%
JPMJpmorgan Chase1.47%3.82%2.35%
XOMExxon Mobil Corp.1.03%2.63%1.60%
JNJJohnson & Johnson - Common0.99%2.51%1.52%
CSCOCisco Systems Inc. - Ordinary Shares0.67%1.86%1.19%
ABBVAbbvie Inc.0.69%1.80%1.11%
CVXChevron Corp0.60%1.48%0.88%
UNHUnitedhealth Group Incorporated0.55%1.52%0.97%
CATCaterpillar, Inc.0.57%1.50%0.93%
KOCoca Cola Co.0.54%1.38%0.84%

88.6% of VYM is already inside SPYH.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SPYHVYM

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Frequently Asked Questions

Which is cheaper, SPYH or VYM?

SPYH has an expense ratio of 0.68% while VYM charges 0.04%. VYM is the cheaper option, by $64 a year on a $10,000 investment.

Which performed better, SPYH or VYM?

Over the past year SPYH returned +5.28% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SPYH annualized +15.46% vs +21.20% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SPYH or VYM?

VYM has been the more volatile fund at 9.3% annualized versus 7.6% for SPYH. Worst drawdown: SPYH -7.7% vs VYM -7.5%.

Should I hold both SPYH and VYM?

SPYH and VYM have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SPYH and VYM?

88.6% of VYM's money is in holdings SPYH also owns. 88.6% of VYM's is in holdings SPYH also owns. They hold 246 positions in common, counted across the 483 positions we hold weights for in SPYH and 557 in VYM.

Which pays a higher dividend, SPYH or VYM?

SPYH yields 8.27% while VYM yields 2.22%, so SPYH currently pays the higher dividend yield.

Is VYM better than SPYH?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.