TEKX vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: TEKXMore Diversified: VYM

Side-by-Side Comparison

MetricTEKXVYMWinner
Expense Ratio0.65%0.04%
AUM$16M$79.0B
Dividend Yield0.20%2.86%
Holdings71568
YTD Return+56.66%+15.80%
1Y Return+101.19%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)47.4%14.6%
Max Drawdown-43.8%-58.8%
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
InceptionSep 9, 2024Nov 10, 2006

TEKX vs VYM Performance

State Street Galaxy Transformative Tech Accelerators ETF (TEKX) is a ETF from SPDR State Street Global Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TEKX returned +101.19% while VYM returned +26.12%. Year to date, TEKX is up 56.66% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

TEKX has been the more volatile fund, with annualized monthly volatility of 47.4% 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 -43.8% for TEKX 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TEKX charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, TEKX currently yields 0.20% against 2.86% for VYM.

Holdings Overlap

3.5%overlap

TEKX and VYM share 8 holdings out of 584 unique holdings combined, representing a 3.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TEKXWeight in VYMDifference
NEE3.74%0.86%2.88%
XOM1.63%2.83%1.20%
HUBB4.32%0.12%4.20%
ETRProProPro
LNTProProPro
CMEProProPro
FLSProProPro
NVT:LNProProPro
See all 8 holdings TEKX shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, TEKX or VYM?

TEKX has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, TEKX or VYM?

Over the past year TEKX returned +101.19% vs +26.12% for VYM, so TEKX leads on 1-year performance. Over the longest common window we track (2 years), TEKX annualized +70.52% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, TEKX or VYM?

TEKX has been the more volatile fund at 47.4% annualized versus 14.6% for VYM. Worst drawdown: TEKX -43.8% vs VYM -58.8%.

Should I hold both TEKX and VYM?

TEKX and VYM have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TEKX and VYM?

TEKX and VYM share 8 common holdings with a 3.5% weight overlap. Combined, they hold 584 unique securities.

Which pays a higher dividend, TEKX or VYM?

TEKX yields 0.20% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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