SWP vs VYM

SWP 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

MetricSWPVYMWinner
Expense Ratio0.99%0.04%
AUM$155M$81.6B
Dividend Yield8.65%2.24%
Holdings75616
YTD Return+8.36%+15.75%
1Y Return+16.75%+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)11.9%14.6%
Max Drawdown-15.7%-58.8%
Fund FamilyGammaRoadVanguard (US)
CategoryEquityEquity
InceptionSep 24, 2024Nov 10, 2006

SWP vs VYM Performance

SWP Growth & Income ETF (SWP) is a ETF from GammaRoad and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SWP returned +16.75% while VYM returned +23.85%. Year to date, SWP is up 8.36% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.9% for SWP. 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 -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 0.90. 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 8.65% against 2.24% for VYM.

Holdings Overlap

18.6%overlap

SWP and VYM share 21 holdings out of 627 unique holdings combined, representing a 18.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SWPWeight in VYMDifference
AVGO4.05%7.29%3.24%
JPM2.87%3.38%0.51%
PM2.99%1.17%1.82%
ABBVProProPro
GSProProPro
IBMProProPro
ORCLProProPro
CProProPro
NEEProProPro
BXProProPro
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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. On a $10,000 investment, that is $95 per year of difference.

Which performed better, SWP or VYM?

Over the past year SWP returned +16.75% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SWP annualized +15.66% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, SWP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.9% for SWP. Worst drawdown: SWP -15.7% vs VYM -58.8%.

Should I hold both SWP and VYM?

SWP and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SWP and VYM?

SWP and VYM share 21 common holdings with a 18.6% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, SWP or VYM?

SWP yields 8.65% while VYM yields 2.24%, so SWP currently pays the higher dividend yield.

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