SZNE vs VYM
Pacer CFRA-Stovall Equal Weight Seasonal Rotation 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 | SZNE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $13M | $81.6B | |
| Dividend Yield | 1.31% | 2.24% | |
| Holdings | 230 | 616 | |
| YTD Return | +8.58% | +15.34% | |
| 1Y Return | +15.54% | +23.24% | |
| 3Y Return (annualized) | +3.36% | +19.22% | |
| 5Y Return (annualized) | +1.43% | +12.21% | |
| Volatility (annualized) | 18.9% | 14.6% | |
| Max Drawdown | -40.4% | -58.8% | |
| Fund Family | Pacer ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2018 | Nov 10, 2006 |
SZNE vs VYM Performance
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) is a ETF from Pacer ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SZNE returned +15.54% while VYM returned +23.24%. Year to date, SZNE is up 8.58% versus a gain of 15.34% for VYM.
Over three years, SZNE compounded at +3.36% per year against +19.22% for VYM; over five years the annualized figures are +1.43% and +12.21% respectively. Across the full 8-year window we track, VYM has the edge at +7.04% annualized vs +6.37%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SZNE has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.6% 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 -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 0.91. 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 2.24% for VYM.
Holdings Overlap
SZNE and VYM share 94 holdings out of 733 unique holdings combined, representing a 18.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $56 per year of difference.
Which performed better, SZNE or VYM?
Over the past year SZNE returned +15.54% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), SZNE annualized +6.37% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, SZNE or VYM?
SZNE has been the more volatile fund at 18.9% annualized versus 14.6% for VYM. Worst drawdown: SZNE -40.4% vs VYM -58.8%.
Should I hold both SZNE and VYM?
SZNE and VYM have a monthly-return correlation of 0.91, 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 SZNE and VYM?
SZNE and VYM share 94 common holdings with a 18.5% weight overlap. Combined, they hold 733 unique securities.
Which pays a higher dividend, SZNE or VYM?
SZNE yields 1.31% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.