TALV vs VYM

TALV vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricTALVVYMWinner
Expense Ratio0.49%0.04%
AUM$178M$81.6B
Dividend Yield0.44%2.24%
Holdings71613
YTD Return+14.90%+14.18%
1Y Return-+20.67%
3Y Return (annualized)-+18.47%
5Y Return (annualized)-+12.01%
Volatility (annualized)-14.5%
Max Drawdown-7.4%-58.8%
Fund FamilyTransamericaVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2025Nov 10, 2006

TALV vs VYM Performance

Transamerica Large Value Active ETF (TALV) is a ETF from Transamerica and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, TALV is up 14.90% versus a gain of 14.18% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.4% for TALV and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 0.44% against 2.24% for VYM.

Holdings Overlap

28.5%overlap

TALV and VYM share 37 holdings out of 635 unique holdings combined, representing a 28.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TALVWeight in VYMDifference
AVGO1.14%7.29%6.15%
JPM4.08%3.38%0.70%
XOM2.38%2.36%0.02%
ABBVProProPro
CSCOProProPro
BACProProPro
MRKProProPro
KOProProPro
GSProProPro
UNHProProPro
FundXLS Pro
See the top 10 holdings TALV shares with VYM
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

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. On a $10,000 investment, that is $45 per year of difference.

What is the holdings overlap between TALV and VYM?

TALV and VYM share 37 common holdings with a 28.5% weight overlap. Combined, they hold 635 unique securities.

Which pays a higher dividend, TALV or VYM?

TALV yields 0.44% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free