SZNE vs VYM
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF vs Vanguard High Dividend Yield ETF
Which is better, SZNE or VYM?
Large Cap Blend 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 0.91. SZNE is less concentrated, with 10.4% of the fund in its ten largest positions against 25.9%.
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 | SZNE | VYM |
|---|---|---|
| Expense Ratio | 0.60% | 0.04%Best |
| AUM | $13M | $81.6B |
| Dividend Yield | 1.31% | 2.22% |
| Holdings | 230 | 613 |
| Volatility (annualized) | 18.9% | 15.7%Best |
| Max Drawdown | -40.4% | -35.7%Best |
| $10,000 over 7.8 years | $16,188 | $21,513Best |
| Top 10 Weight | 10.4%Best | 25.9% |
| Fund Family | Pacer ETFs | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 23, 2018 | Nov 10, 2006 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 120 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SZNE has data through May 14, 2026 and VYM through Sep 11, 2026.
Volatility and max drawdown, and the $10,000 over 7.8 years row, are measured over the window both funds cover: Jul 24, 2018 to May 14, 2026 (7.8 years).
Risk: Volatility and Drawdowns
SZNE has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 15.7% 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 -40.4% for SZNE and -35.7% 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SZNE charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, SZNE currently yields 1.31% against 2.22% for VYM.
Holdings Overlap
46.7% of SZNE's money is in holdings VYM also owns. 35.1% of VYM's money is in holdings SZNE also owns.
The two portfolios partly overlap.
The two holdings books were reported 181 days apart, SZNE as of Dec 31, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
95 positions in common, counted across the 224 positions we hold weights for in SZNE and 603 in VYM, against full books of 230 and 613.
What only one of them owns
Our book lists 475 positions for VYM that do not appear in our book for SZNE (62.8% of the fund), and 126 for SZNE that do not appear in VYM (51.9%).
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 SZNE | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 0.29% | 7.29% | 7.00% |
| CATCaterpillar, Inc. | 0.30% | 2.01% | 1.71% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.32% | 1.93% | 1.61% |
| LINLinde Plc Ordinary Shares | 1.04% | 0.99% | 0.05% |
| HDHome Depot Inc/The | 0.50% | 1.46% | 0.96% |
| NEMNewmont Corp. | 1.08% | 0.41% | 0.67% |
| TXNTexas Instruments, Inc | 0.36% | 1.13% | 0.77% |
| IBMInternational Business Machines Corp. | 0.33% | 1.10% | 0.77% |
| ORCLOracle Corp. | 0.30% | 1.04% | 0.74% |
| APDAir Products & Chemicals In | 1.02% | 0.27% | 0.75% |
46.7% of SZNE 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.
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Frequently Asked Questions
Which is cheaper, SZNE or VYM?
SZNE has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.
Which is riskier, SZNE or VYM?
SZNE has been the more volatile fund at 18.9% annualized versus 15.7% for VYM. Worst drawdown: SZNE -40.4% vs VYM -35.7%.
Should I hold both SZNE and VYM?
SZNE and VYM have a monthly-return correlation of 0.91, 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 SZNE and VYM?
46.7% of SZNE's money is in holdings VYM also owns. 35.1% of VYM's is in holdings SZNE also owns. They hold 95 positions in common, counted across the 224 positions we hold weights for in SZNE and 603 in VYM.
Which pays a higher dividend, SZNE or VYM?
SZNE yields 1.31% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SZNE?
VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SZNE is less concentrated, with 10.4% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.