STK vs VYM

STK vs VYM

Which is better, STK or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. STK led over 1Y, 3Y and 5Y, VYM over the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 41.5%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricSTKVYM
Expense Ratio1.13%0.04%Best
AUM$831M$81.6B
Dividend Yield3.36%2.22%
Holdings75613
YTD Return+48.75%Best+10.23%
1Y Return+61.27%Best+14.28%
3Y Return (annualized)+38.10%Best+17.50%
5Y Return (annualized)+20.88%Best+11.60%
Volatility (annualized)22.9%13.1%Best
Max Drawdown-42.8%-35.7%Best
$10,000 over 5 years$25,809Best$17,311
Top 10 Weight41.5%26.1%Best
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionNov 25, 2009Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 25, 2009 to Sep 23, 2026 (16.8 years).

STK 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 16.8 years both funds cover.

STK vs VYM Performance

Columbia Seligman Premium Technology Growth Fund (STK) is an ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year STK returned +61.27% while VYM returned +14.28%. Year to date, STK is up 48.75% versus a gain of 10.23% for VYM.

Over three years, STK compounded at +38.10% per year against +17.50% for VYM; over five years the annualized figures are +20.88% and +11.60% respectively. Across the full 17-year window we track, VYM has the edge at +9.81% annualized vs +9.44%.

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 13.1% 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 -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 0.65. They move together some of the time, and apart the rest.

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 3.36% against 2.22% for VYM.

Holdings Overlap

STK already in VYM19.3%
VYM already in STK12.0%

19.3% of STK's money is in holdings VYM also owns. 12.0% of VYM's money is in holdings STK also owns.

STK and VYM share little of their money.

12 positions in common, counted across the 62 positions we hold weights for in STK and 557 in VYM, against full books of 75 and 613.

What only one of them owns

Our book lists 516 positions for VYM that do not appear in our book for STK (85.0% of the fund), and 46 for STK that do not appear in VYM (72.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in STKWeight in VYMDifference
AVGOBroadcom Inc5.36%7.35%1.99%
CSCOCisco Systems Inc. - Ordinary Shares1.31%1.86%0.55%
HPEHewlett Packard Enterprise Co1.87%0.26%1.61%
GENGen Digital Inc1.85%0.06%1.79%
MTCHMatch Group Inc1.83%0.04%1.79%
NTAPNetapp Inc1.73%0.14%1.59%
NXPINxp Semiconductors Nv Sedol B505Pn71.48%0.24%1.24%
GPNGlobal Payments Inc.1.50%0.06%1.44%
QCOMQualcomm Inc.0.88%0.63%0.25%
ORCLOracle Corp - Common0.42%0.90%0.48%

You are not choosing between two funds in isolation.

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

STKVYM

Free for up to 10 holdings. No account needed.

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, by $109 a year on a $10,000 investment.

Which performed better, STK or VYM?

Over the past year STK returned +61.27% vs +14.28% for VYM, so STK leads on 1-year performance. Over the longest common window we track (17 years), STK annualized +9.44% vs +9.81% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, STK or VYM?

STK has been the more volatile fund at 22.9% annualized versus 13.1% for VYM. Worst drawdown: STK -42.8% vs VYM -35.7%.

Should I hold both STK and VYM?

STK and VYM have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between STK and VYM?

19.3% of STK's money is in holdings VYM also owns. 12.0% of VYM's is in holdings STK also owns. They hold 12 positions in common, counted across the 62 positions we hold weights for in STK and 557 in VYM.

Which pays a higher dividend, STK or VYM?

STK yields 3.36% while VYM yields 2.22%, so STK currently pays the higher dividend yield.

Is VYM better than STK?

VYM has a lower expense ratio. STK led over 1Y, 3Y and 5Y, VYM over the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.