SPYH vs VYM

SPYH 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

MetricSPYHVYMWinner
Expense Ratio0.68%0.04%
AUM$30M$81.6B
Dividend Yield8.36%2.24%
Holdings490616
YTD Return+2.52%+14.66%
1Y Return+8.39%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)7.8%14.6%
Max Drawdown-7.7%-58.8%
Fund FamilyNEOSVanguard (US)
CategoryEquityEquity
InceptionApr 2, 2025Nov 10, 2006

SPYH vs VYM Performance

NEOS S&P 500 Hedged Equity Income ETF (SPYH) is a ETF from NEOS and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SPYH returned +8.39% while VYM returned +22.16%. Year to date, SPYH is up 2.52% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.8% 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 -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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

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 8.36% against 2.24% for VYM.

Holdings Overlap

34.7%overlap

SPYH and VYM share 233 holdings out of 845 unique holdings combined, representing a 34.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPYHWeight in VYMDifference
AVGO2.84%7.29%4.45%
JPM1.50%3.38%1.88%
JNJ1.01%2.54%1.53%
XOMProProPro
CATProProPro
CSCOProProPro
ABBVProProPro
UNHProProPro
HDProProPro
PGProProPro
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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. On a $10,000 investment, that is $64 per year of difference.

Which performed better, SPYH or VYM?

Over the past year SPYH returned +8.39% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), SPYH annualized +16.59% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, SPYH or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.8% for SPYH. Worst drawdown: SPYH -7.7% vs VYM -58.8%.

Should I hold both SPYH and VYM?

SPYH and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPYH and VYM?

SPYH and VYM share 233 common holdings with a 34.7% weight overlap. Combined, they hold 845 unique securities.

Which pays a higher dividend, SPYH or VYM?

SPYH yields 8.36% while VYM yields 2.24%, so SPYH currently pays the higher dividend yield.

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