TALV vs VYM

TALV vs VYM

Which is better, TALV or VYM?

VYM costs less.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.7%.

Lower Fees: 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

MetricTALVVYM
Expense Ratio0.49%0.04%Best
AUM$176M$81.6B
Dividend Yield0.43%2.22%
Holdings71613
YTD Return+12.69%Best+10.23%
1Y Return-+14.28%
3Y Return (annualized)-+17.50%
5Y Return (annualized)-+11.60%
Top 10 Weight31.7%26.1%Best
Fund FamilyTransamericaVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 15, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

TALV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

TALV vs VYM Performance

Transamerica Large Value Active ETF (TALV) is an ETF from Transamerica and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, TALV is up 12.69% versus a gain of 10.23% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

TALV charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, TALV currently yields 0.43% against 2.22% for VYM.

Holdings Overlap

TALV already in VYM52.4%
VYM already in TALV37.1%

52.4% of TALV's money is in holdings VYM also owns. 37.1% of VYM's money is in holdings TALV also owns.

The two portfolios partly overlap.

38 positions in common, counted across the 69 positions we hold weights for in TALV and 557 in VYM, against full books of 71 and 613.

What only one of them owns

Measured across the 69 and 557 positions we hold weights for.

VYM holds 490 positions TALV does not, 60.0% of the fund.

Largest: JNJ 2.51%, CAT 1.50%, CVX 1.48%, HD 1.34%, PM 1.21%

Top Shared Holdings

StockWeight in TALVWeight in VYMDifference
AVGOBroadcom Inc1.14%7.35%6.21%
JPMJpmorgan Chase4.08%3.82%0.26%
XOMExxon Mobil Corp.2.38%2.63%0.25%
ABBVAbbvie Inc.2.29%1.80%0.49%
CSCOCisco Systems Inc. - Ordinary Shares2.08%1.86%0.22%
BACBank of America Corp.: Financials2.10%1.66%0.44%
MRKMerck & Company Inc2.01%1.31%0.70%
KOCoca Cola Co.1.81%1.38%0.43%
GSGoldman Sachs Group Inc/The1.77%1.13%0.64%
UNHUnitedhealth Group Incorporated1.34%1.52%0.18%

52.4% of TALV 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.

TALVVYM

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Frequently Asked Questions

Which is cheaper, TALV or VYM?

TALV has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

What is the holdings overlap between TALV and VYM?

52.4% of TALV's money is in holdings VYM also owns. 37.1% of VYM's is in holdings TALV also owns. They hold 38 positions in common, counted across the 69 positions we hold weights for in TALV and 557 in VYM.

Which pays a higher dividend, TALV or VYM?

TALV yields 0.43% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TALV?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.