TCV vs VYM

Quick Verdict

VYM has a lower expense ratio. TCV delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TCVMore Diversified: VYM

Side-by-Side Comparison

MetricTCVVYMWinner
Expense Ratio0.85%0.04%
AUM$209M$79.0B
Dividend Yield0.58%2.86%
Holdings43568
YTD Return+30.40%+16.78%
1Y Return+39.11%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)15.8%14.6%
Max Drawdown-12.2%-58.8%
Fund FamilyTowleVanguard (US)
CategoryEquityEquity
InceptionJul 16, 2025Nov 10, 2006

TCV vs VYM Performance

Towle Value ETF (TCV) is a ETF from Towle and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TCV returned +39.11% while VYM returned +24.43%. Year to date, TCV is up 30.40% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

TCV has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -12.2% for TCV 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TCV charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, TCV currently yields 0.58% against 2.86% for VYM.

Holdings Overlap

0.3%overlap

TCV and VYM share 12 holdings out of 588 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TCVWeight in VYMDifference
BWA3.39%0.05%3.34%
LEA2.78%0.03%2.75%
LBRT2.69%0.02%2.67%
NSPProProPro
APAMProProPro
NOVProProPro
BGProProPro
SCLProProPro
PBFProProPro
BTUProProPro
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Frequently Asked Questions

Which is cheaper, TCV or VYM?

TCV has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, TCV or VYM?

Over the past year TCV returned +39.11% vs +24.43% for VYM, so TCV leads on 1-year performance. Over the longest common window we track (1 years), TCV annualized +34.51% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, TCV or VYM?

TCV has been the more volatile fund at 15.8% annualized versus 14.6% for VYM. Worst drawdown: TCV -12.2% vs VYM -58.8%.

Should I hold both TCV and VYM?

TCV and VYM have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TCV and VYM?

TCV and VYM share 12 common holdings with a 0.3% weight overlap. Combined, they hold 588 unique securities.

Which pays a higher dividend, TCV or VYM?

TCV yields 0.58% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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