SRHQ vs VYM
SRH US Quality GARP ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SRHQ delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | SRHQ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $224M | $81.6B | |
| Dividend Yield | 0.69% | 2.24% | |
| Holdings | 80 | 616 | |
| YTD Return | +24.94% | +14.66% | |
| 1Y Return | +31.90% | +22.16% | |
| 3Y Return (annualized) | +20.18% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 13.4% | 14.6% | |
| Max Drawdown | -18.5% | -58.8% | |
| Fund Family | SRH Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2022 | Nov 10, 2006 |
SRHQ vs VYM Performance
SRH US Quality GARP ETF (SRHQ) is a ETF from SRH Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SRHQ returned +31.90% while VYM returned +22.16%. Year to date, SRHQ is up 24.94% versus a gain of 14.66% for VYM.
Over three years, SRHQ compounded at +20.18% per year against +18.72% for VYM. Across the full 4-year window we track, SRHQ has the edge at +19.43% annualized vs +7.01%. 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 13.4% for SRHQ. 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 -18.5% for SRHQ 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SRHQ charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, SRHQ currently yields 0.69% against 2.24% for VYM.
Holdings Overlap
SRHQ and VYM share 29 holdings out of 655 unique holdings combined, representing a 5.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SRHQ or VYM?
SRHQ has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, SRHQ or VYM?
Over the past year SRHQ returned +31.90% vs +22.16% for VYM, so SRHQ leads on 1-year performance. Over the longest common window we track (4 years), SRHQ annualized +19.43% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, SRHQ or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.4% for SRHQ. Worst drawdown: SRHQ -18.5% vs VYM -58.8%.
Should I hold both SRHQ and VYM?
SRHQ and VYM have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRHQ and VYM?
SRHQ and VYM share 29 common holdings with a 5.5% weight overlap. Combined, they hold 655 unique securities.
Which pays a higher dividend, SRHQ or VYM?
SRHQ yields 0.69% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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