SSPX vs VYM

SSPX vs VYM

Which is better, SSPX or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSSPXVYM
Expense Ratio0.55%0.04%Best
AUM$10M$81.6B
Dividend Yield0.30%2.24%
Holdings6613
Volatility (annualized)18.9%14.5%Best
Max Drawdown-34.0%-15.8%Best
$10,000 over 4.1 years$12,842$15,059Best
Fund FamilyJanus Henderson InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionSep 8, 2021Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 329 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SSPX has data through Oct 9, 2025 and VYM through Sep 3, 2026.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Sep 9, 2021 to Oct 9, 2025 (4.1 years).

Risk: Volatility and Drawdowns

SSPX has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.5% 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 -34.0% for SSPX and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SSPX charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, SSPX currently yields 0.30% against 2.24% for VYM.

You are not choosing between two funds in isolation.

Whichever of SSPX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SSPXVYM

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Frequently Asked Questions

Which is cheaper, SSPX or VYM?

SSPX has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which is riskier, SSPX or VYM?

SSPX has been the more volatile fund at 18.9% annualized versus 14.5% for VYM. Worst drawdown: SSPX -34.0% vs VYM -15.8%.

Should I hold both SSPX and VYM?

SSPX and VYM have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SSPX or VYM?

SSPX yields 0.30% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than SSPX?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.