SRHR vs VYM
SRH REIT Covered Call ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SRHR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $55M | $79.0B | |
| Dividend Yield | 6.35% | 2.86% | |
| Holdings | 34 | 568 | |
| YTD Return | +14.72% | +16.53% | |
| 1Y Return | +16.60% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 13.0% | 14.6% | |
| Max Drawdown | -18.7% | -58.8% | |
| Fund Family | SRH Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 1, 2023 | Nov 10, 2006 |
SRHR vs VYM Performance
SRH REIT Covered Call ETF (SRHR) is a ETF from SRH Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SRHR returned +16.60% while VYM returned +25.03%. Year to date, SRHR is up 14.72% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.0% for SRHR. 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 -18.7% for SRHR 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SRHR charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, SRHR currently yields 6.35% against 2.86% for VYM.
Holdings Overlap
SRHR and VYM share 0 holdings out of 583 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SRHR or VYM?
SRHR has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, SRHR or VYM?
Over the past year SRHR returned +16.60% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), SRHR annualized +11.93% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, SRHR or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.0% for SRHR. Worst drawdown: SRHR -18.7% vs VYM -58.8%.
Should I hold both SRHR and VYM?
SRHR and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRHR and VYM?
SRHR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 583 unique securities.
Which pays a higher dividend, SRHR or VYM?
SRHR yields 6.35% while VYM yields 2.86%, so SRHR currently pays the higher dividend yield.
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