STK vs VYM

Quick Verdict

VYM has a lower expense ratio. STK delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: STKMore Diversified: VYM

Side-by-Side Comparison

MetricSTKVYMWinner
Expense Ratio1.13%0.04%
AUM$831M$79.0B
Dividend Yield3.29%2.86%
Holdings75568
YTD Return+43.39%+16.16%
1Y Return+80.07%+26.05%
3Y Return (annualized)+32.49%+18.43%
5Y Return (annualized)+20.04%+12.21%
Volatility (annualized)22.9%14.6%
Max Drawdown-42.8%-58.8%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionNov 25, 2009Nov 10, 2006

STK vs VYM Performance

Columbia Seligman Premium Technology Growth Fund (STK) is a ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STK returned +80.07% while VYM returned +26.05%. Year to date, STK is up 43.39% versus a gain of 16.16% for VYM.

Over three years, STK compounded at +32.49% per year against +18.43% for VYM; over five years the annualized figures are +20.04% and +12.21% respectively. Across the full 17-year window we track, STK has the edge at +9.27% annualized vs +7.09%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

STK has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -42.8% for STK 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

STK charges 1.13% per year while VYM charges 0.04%. On a $10,000 position that is $113 vs $4 annually, a gap of $109 per year that compounds over a long holding period. On income, STK currently yields 3.29% against 2.86% for VYM.

Holdings Overlap

7.8%overlap

STK and VYM share 10 holdings out of 607 unique holdings combined, representing a 7.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in STKWeight in VYMDifference
AVGO4.57%6.47%1.90%
CSCO1.85%1.39%0.46%
NTAP1.58%0.08%1.50%
HPEProProPro
QCOMProProPro
NXPIProProPro
EBAYProProPro
GENProProPro
AEPProProPro
DELLProProPro
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Frequently Asked Questions

Which is cheaper, STK or VYM?

STK has an expense ratio of 1.13% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

Which performed better, STK or VYM?

Over the past year STK returned +80.07% vs +26.05% for VYM, so STK leads on 1-year performance. Over the longest common window we track (17 years), STK annualized +9.27% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, STK or VYM?

STK has been the more volatile fund at 22.9% annualized versus 14.6% for VYM. Worst drawdown: STK -42.8% vs VYM -58.8%.

Should I hold both STK and VYM?

STK and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between STK and VYM?

STK and VYM share 10 common holdings with a 7.8% weight overlap. Combined, they hold 607 unique securities.

Which pays a higher dividend, STK or VYM?

STK yields 3.29% while VYM yields 2.86%, so STK currently pays the higher dividend yield.

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