SSUS vs VYM
Day Hagan Smart Sector ETF vs Vanguard High Dividend Yield ETF
Which is better, SSUS or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SSUS led over 1Y and the full window, VYM over 3Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 88.1%.
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
| Metric | SSUS | VYM |
|---|---|---|
| Expense Ratio | 0.77% | 0.04%Best |
| AUM | $584M | $81.6B |
| Dividend Yield | 0.46% | 2.24% |
| Holdings | 16 | 613 |
| YTD Return | +15.61%Best | +14.82% |
| 1Y Return | +21.34%Best | +20.84% |
| 3Y Return (annualized) | +17.42% | +18.64%Best |
| 5Y Return (annualized) | +10.74% | +12.28%Best |
| Volatility (annualized) | 14.8%Best | 15.6% |
| Max Drawdown | -23.8%Best | -35.7% |
| $10,000 over 5 years | $16,654 | $17,845Best |
| Top 10 Weight | 88.1% | 25.9%Best |
| Fund Family | Day Hagan Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 16, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jan 17, 2020 to Sep 4, 2026 (6.6 years).
SSUS vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.6 years both funds cover.
SSUS vs VYM Performance
Day Hagan Smart Sector ETF (SSUS) is an ETF from Day Hagan Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SSUS returned +21.34% while VYM returned +20.84%. Year to date, SSUS is up 15.61% versus a gain of 14.82% for VYM.
Over three years, SSUS compounded at +17.42% per year against +18.64% for VYM; over five years the annualized figures are +10.74% and +12.28% respectively. Across the full 7-year window we track, SSUS has the edge at +13.72% annualized vs +11.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.8% for SSUS. 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 -23.8% for SSUS and -35.7% 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SSUS charges 0.77% per year while VYM charges 0.04%. On a $10,000 position that is $77 vs $4 annually, a gap of $73 per year that compounds over a long holding period. On income, SSUS currently yields 0.46% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 16 holdings in SSUS and 603 in VYM, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 16 positions we hold weights for in SSUS and 603 in VYM, against full books of 16 and 613.
What only one of them owns
Measured across the 16 and 603 positions we hold weights for.
VYM holds 570 positions SSUS does not, 97.4% of the fund.
Largest: AVGO 7.29%, JPM 3.38%, JNJ 2.54%, XOM 2.36%, CAT 2.01%
You are not choosing between two funds in isolation.
Whichever of SSUS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SSUS or VYM?
SSUS has an expense ratio of 0.77% while VYM charges 0.04%. VYM is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, SSUS or VYM?
Over the past year SSUS returned +21.34% vs +20.84% for VYM, so SSUS leads on 1-year performance. Over the longest common window we track (7 years), SSUS annualized +13.72% vs +11.29% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SSUS or VYM?
VYM has been the more volatile fund at 15.6% annualized versus 14.8% for SSUS. Worst drawdown: SSUS -23.8% vs VYM -35.7%.
Should I hold both SSUS and VYM?
SSUS and VYM have a monthly-return correlation of 0.81, 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, SSUS or VYM?
SSUS yields 0.46% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than SSUS?
VYM has a lower expense ratio. SSUS led over 1Y and the full window, VYM over 3Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 88.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.