SWP vs VYM
SWP Growth & Income 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 616 holdings.
Side-by-Side Comparison
| Metric | SWP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.04% | |
| AUM | $155M | $81.6B | |
| Dividend Yield | 8.65% | 2.24% | |
| Holdings | 75 | 616 | |
| 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 Family | GammaRoad | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2024 | Nov 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
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.
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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