SWP vs VYM
SWP Growth & Income ETF vs Vanguard High Dividend Yield ETF
Which is better, SWP or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.0%.
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 | SWP | VYM |
|---|---|---|
| Expense Ratio | 0.99% | 0.04%Best |
| AUM | $143M | $83.1B |
| Dividend Yield | 8.58% | 2.22% |
| Holdings | 150 | 608 |
| YTD Return | +3.29% | +9.22%Best |
| 1Y Return | +6.98% | +12.81%Best |
| 3Y Return (annualized) | - | +18.21% |
| 5Y Return (annualized) | - | +11.39% |
| Volatility (annualized) | 11.8% | 10.9%Best |
| Max Drawdown | -15.7% | -14.5%Best |
| $10,000 over 2 years | $12,537 | $12,864Best |
| Top 10 Weight | 37.0% | 26.1%Best |
| Fund Family | GammaRoad | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 24, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 25, 2024 to Oct 1, 2026 (2 years).
SWP 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 2 years both funds cover.
SWP vs VYM Performance
SWP Growth & Income ETF (SWP) is an ETF from GammaRoad and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SWP returned +6.98% while VYM returned +12.81%. Year to date, SWP is up 3.29% versus a gain of 9.22% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SWP has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 10.9% 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 -15.7% for SWP and -14.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SWP charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, SWP currently yields 8.58% against 2.22% for VYM.
Holdings Overlap
42.4% of SWP's money is in holdings VYM also owns. 21.7% of VYM's money is in holdings SWP also owns.
The two portfolios partly overlap.
The two holdings books were reported 46 days apart, SWP as of Sep 15, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
19 positions in common, counted across the 43 positions we hold weights for in SWP and 557 in VYM, against full books of 150 and 608.
What only one of them owns
Our book lists 509 positions for VYM that do not appear in our book for SWP (75.4% of the fund), and 20 for SWP that do not appear in VYM (50.4%).
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
| Stock | Weight in SWP | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.84% | 7.35% | 3.51% |
| JPMJpmorgan Chase | 2.87% | 3.82% | 0.95% |
| IBMInternational Business Machines Corp. | 3.64% | 0.85% | 2.79% |
| PMPhilip Morris International Inc. | 2.91% | 1.21% | 1.70% |
| ABBVAbbvie Inc. | 2.31% | 1.80% | 0.51% |
| GSGoldman Sachs Group Inc/The | 2.40% | 1.13% | 1.27% |
| CCitigroup Inc. | 2.37% | 0.89% | 1.48% |
| BXBlackstone Group Inc. Class A | 2.60% | 0.39% | 2.21% |
| BLKBlackrock Funding Inc/De | 2.07% | 0.68% | 1.39% |
| NEENextera Energy Inc | 1.99% | 0.74% | 1.25% |
42.4% of SWP is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SWP or VYM?
SWP has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, SWP or VYM?
Over the past year SWP returned +6.98% vs +12.81% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SWP annualized +11.97% vs +13.42% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SWP or VYM?
SWP has been the more volatile fund at 11.8% annualized versus 10.9% for VYM. Worst drawdown: SWP -15.7% vs VYM -14.5%.
Should I hold both SWP and VYM?
SWP and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between SWP and VYM?
42.4% of SWP's money is in holdings VYM also owns. 21.7% of VYM's is in holdings SWP also owns. They hold 19 positions in common, counted across the 43 positions we hold weights for in SWP and 557 in VYM.
Which pays a higher dividend, SWP or VYM?
SWP yields 8.58% while VYM yields 2.22%, so SWP currently pays the higher dividend yield.
Is VYM better than SWP?
VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.