SXQG vs VYM

SXQG vs VYM

Which is better, SXQG or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 43.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricSXQGVYM
Expense Ratio0.55%0.04%Best
AUM$61M$83.1B
Dividend Yield0.00%2.22%
Holdings235608
YTD Return+4.60%+10.69%Best
1Y Return+2.86%+14.36%Best
3Y Return (annualized)+12.61%+18.66%Best
5Y Return (annualized)+6.34%+11.40%Best
Volatility (annualized)16.4%13.5%Best
Max Drawdown-34.0%-15.8%Best
$10,000 over 5 years$13,598$17,156Best
Top 10 Weight43.1%26.1%Best
Fund Family6 Meridian ETFVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMay 10, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Oct 7, 2026 (5.4 years).

SXQG 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 5.4 years both funds cover.

SXQG vs VYM Performance

ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SXQG returned +2.86% while VYM returned +14.36%. Year to date, SXQG is up 4.60% versus a gain of 10.69% for VYM.

Over three years, SXQG compounded at +12.61% per year against +18.66% for VYM; over five years the annualized figures are +6.34% and +11.40% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SXQG has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 13.5% 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 -34.0% for SXQG and -15.8% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SXQG charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, SXQG currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

SXQG already in VYM9.6%
VYM already in SXQG3.3%

9.6% of SXQG's money is in holdings VYM also owns. 3.3% of VYM's money is in holdings SXQG also owns.

SXQG and VYM share little of their money.

The two holdings books were reported 46 days apart, SXQG 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.

9 positions in common, counted across the 83 positions we hold weights for in SXQG and 557 in VYM, against full books of 235 and 608.

What only one of them owns

Our book lists 519 positions for VYM that do not appear in our book for SXQG (93.8% of the fund), and 70 for SXQG that do not appear in VYM (87.7%).

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

StockWeight in SXQGWeight in VYMDifference
KOCoca Cola Co.3.27%1.38%1.89%
ADPAutomatic Data Processing, Inc.1.46%0.43%1.03%
VLOValero Energy1.44%0.38%1.06%
ITWIllinois Tool Works Inc.0.99%0.34%0.65%
FASTFastenal Co.0.76%0.22%0.54%
AMPAmeriprise Financial Inc0.67%0.20%0.47%
WSMWilliams-sonoma Inc0.38%0.11%0.27%
TPRTapestry Inc.0.34%0.13%0.21%
RLRalph Lauren Corp. Class A0.29%0.06%0.23%

You are not choosing between two funds in isolation.

Whichever of SXQG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SXQGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SXQG or VYM?

SXQG has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, SXQG or VYM?

Over the past year SXQG returned +2.86% vs +14.36% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SXQG or VYM?

SXQG has been the more volatile fund at 16.4% annualized versus 13.5% for VYM. Worst drawdown: SXQG -34.0% vs VYM -15.8%.

Should I hold both SXQG and VYM?

SXQG and VYM have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SXQG and VYM?

9.6% of SXQG's money is in holdings VYM also owns. 3.3% of VYM's is in holdings SXQG also owns. They hold 9 positions in common, counted across the 83 positions we hold weights for in SXQG and 557 in VYM.

Which pays a higher dividend, SXQG or VYM?

SXQG yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SXQG?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 43.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.