SRS vs VYM
ProShares UltraShort Real Estate 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 | SRS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $15M | $79.0B | |
| Dividend Yield | 3.49% | 2.86% | |
| Holdings | 8 | 568 | |
| YTD Return | -17.16% | +16.16% | |
| 1Y Return | -15.24% | +26.05% | |
| 3Y Return (annualized) | -13.65% | +18.43% | |
| 5Y Return (annualized) | -5.25% | +12.21% | |
| Volatility (annualized) | 40.9% | 14.6% | |
| Max Drawdown | -100.0% | -58.8% | |
| Fund Family | ProShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 30, 2007 | Nov 10, 2006 |
SRS vs VYM Performance
ProShares UltraShort Real Estate (SRS) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SRS returned -15.24% while VYM returned +26.05%. Year to date, SRS is down 17.16% versus a gain of 16.16% for VYM.
Over three years, SRS compounded at -13.65% per year against +18.43% for VYM; over five years the annualized figures are -5.25% and +12.21% respectively. Across the full 20-year window we track, VYM has the edge at +7.09% annualized vs -28.59%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRS has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 14.6% for VYM. 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 -100.0% for SRS 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 -0.72. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SRS charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, SRS currently yields 3.49% against 2.86% for VYM.
Holdings Overlap
SRS and VYM share 0 holdings out of 559 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, SRS or VYM?
SRS has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, SRS or VYM?
Over the past year SRS returned -15.24% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), SRS annualized -28.59% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, SRS or VYM?
SRS has been the more volatile fund at 40.9% annualized versus 14.6% for VYM. Worst drawdown: SRS -100.0% vs VYM -58.8%.
Should I hold both SRS and VYM?
SRS and VYM have a monthly-return correlation of -0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SRS and VYM?
SRS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, SRS or VYM?
SRS yields 3.49% while VYM yields 2.86%, so SRS currently pays the higher dividend yield.
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