SUPP vs VYM

SUPP vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSUPPVYMWinner
Expense Ratio0.75%0.04%
AUM$13M$81.6B
Dividend Yield0.32%2.24%
Holdings32616
YTD Return+14.51%+15.75%
1Y Return+17.77%+23.85%
3Y Return (annualized)+17.33%+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)19.4%14.6%
Max Drawdown-25.3%-58.8%
Fund FamilyTCW ETFsVanguard (US)
CategoryEquityEquity
InceptionFeb 14, 2023Nov 10, 2006

SUPP vs VYM Performance

TCW Transform Supply Chain ETF (SUPP) is a ETF from TCW ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SUPP returned +17.77% while VYM returned +23.85%. Year to date, SUPP is up 14.51% versus a gain of 15.75% for VYM.

Over three years, SUPP compounded at +17.33% per year against +19.14% for VYM. Across the full 4-year window we track, SUPP has the edge at +15.25% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPP has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -25.3% for SUPP 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SUPP charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, SUPP currently yields 0.32% against 2.24% for VYM.

Holdings Overlap

5.1%overlap

SUPP and VYM share 4 holdings out of 628 unique holdings combined, representing a 5.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SUPPWeight in VYMDifference
AVGO2.21%7.29%5.08%
ETN6.06%0.69%5.37%
CAT2.36%2.01%0.35%
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Frequently Asked Questions

Which is cheaper, SUPP or VYM?

SUPP has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, SUPP or VYM?

Over the past year SUPP returned +17.77% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), SUPP annualized +15.25% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, SUPP or VYM?

SUPP has been the more volatile fund at 19.4% annualized versus 14.6% for VYM. Worst drawdown: SUPP -25.3% vs VYM -58.8%.

Should I hold both SUPP and VYM?

SUPP and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SUPP and VYM?

SUPP and VYM share 4 common holdings with a 5.1% weight overlap. Combined, they hold 628 unique securities.

Which pays a higher dividend, SUPP or VYM?

SUPP yields 0.32% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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