SQLT vs VYM

SQLT vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricSQLTVYMWinner
Expense Ratio0.20%0.04%
AUM$7M$81.6B
Dividend Yield0.19%2.24%
Holdings513613
YTD Return+10.91%+14.87%
1Y Return-+21.39%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+11.98%
Volatility (annualized)-14.5%
Max Drawdown-4.3%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 31, 2026Nov 10, 2006

SQLT vs VYM Performance

iShares MSCI USA Small-Cap Quality Factor ETF (SQLT) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SQLT is up 10.91% versus a gain of 14.87% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.3% for SQLT 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

SQLT charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, SQLT currently yields 0.19% against 2.24% for VYM.

Holdings Overlap

2.6%overlap

SQLT and VYM share 115 holdings out of 977 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SQLTWeight in VYMDifference
NFG1.09%0.03%1.06%
EWBC0.80%0.07%0.73%
EVR0.60%0.05%0.55%
JKHYProProPro
TXRHProProPro
SEICProProPro
BWAProProPro
OTTRProProPro
PRIProProPro
OVVProProPro
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Frequently Asked Questions

Which is cheaper, SQLT or VYM?

SQLT has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

What is the holdings overlap between SQLT and VYM?

SQLT and VYM share 115 common holdings with a 2.6% weight overlap. Combined, they hold 977 unique securities.

Which pays a higher dividend, SQLT or VYM?

SQLT yields 0.19% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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