STNC vs VYM
Hennessy Sustainable ETF 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 | STNC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.04% | |
| AUM | $93M | $79.0B | |
| Dividend Yield | 0.88% | 2.86% | |
| Holdings | 49 | 568 | |
| YTD Return | +10.44% | +16.10% | |
| 1Y Return | +16.68% | +25.99% | |
| 3Y Return (annualized) | +12.08% | +18.29% | |
| 5Y Return (annualized) | +6.86% | +12.35% | |
| Volatility (annualized) | 15.1% | 14.6% | |
| Max Drawdown | -22.3% | -58.8% | |
| Fund Family | Hennessy Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 15, 2021 | Nov 10, 2006 |
STNC vs VYM Performance
Hennessy Sustainable ETF (STNC) is a ETF from Hennessy Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year STNC returned +16.68% while VYM returned +25.99%. Year to date, STNC is up 10.44% versus a gain of 16.10% for VYM.
Over three years, STNC compounded at +12.08% per year against +18.29% for VYM; over five years the annualized figures are +6.86% and +12.35% respectively. Across the full 5-year window we track, STNC has the edge at +8.18% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
STNC has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -22.3% for STNC 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
STNC charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, STNC currently yields 0.88% against 2.86% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, STNC or VYM?
STNC has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, STNC or VYM?
Over the past year STNC returned +16.68% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), STNC annualized +8.18% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, STNC or VYM?
STNC has been the more volatile fund at 15.1% annualized versus 14.6% for VYM. Worst drawdown: STNC -22.3% vs VYM -58.8%.
Should I hold both STNC and VYM?
STNC and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between STNC and VYM?
STNC and VYM share 2 common holdings with a 1.1% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, STNC or VYM?
STNC yields 0.88% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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