TEKX vs VYM

TEKX vs VYM

Which is better, TEKX or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio. TEKX led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 63.0%.

Lower Fees: VYMHigher Returns: TEKXLess 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

MetricTEKXVYM
Expense Ratio0.65%0.04%Best
AUM$15M$81.6B
Dividend Yield0.23%2.22%
Holdings36613
YTD Return+54.63%Best+12.29%
1Y Return+63.58%Best+16.61%
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Volatility (annualized)46.8%10.6%Best
Max Drawdown-43.8%-14.5%Best
$10,000 over 2 years$27,047Best$13,582
Top 10 Weight63.0%26.1%Best
Fund FamilySPDR State Street Global AdvisorsVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionSep 9, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 10, 2024 to Sep 17, 2026 (2 years).

TEKX 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 covers the 2 years both funds cover.

TEKX vs VYM Performance

State Street Galaxy Transformative Tech Accelerators ETF (TEKX) is an ETF from SPDR State Street Global Advisors and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TEKX returned +63.58% while VYM returned +16.61%. Year to date, TEKX is up 54.63% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TEKX has been the more volatile fund, with annualized monthly volatility of 46.8% compared with 10.6% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

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 0.23% against 2.22% for VYM.

Holdings Overlap

TEKX already in VYM9.5%
VYM already in TEKX3.0%

9.5% of TEKX's money is in holdings VYM also owns. 3.0% of VYM's money is in holdings TEKX also owns.

TEKX and VYM share little of their money.

4 positions in common, counted across the 34 positions we hold weights for in TEKX and 557 in VYM, against full books of 36 and 613.

What only one of them owns

Our book lists 524 positions for VYM that do not appear in our book for TEKX (94.1% of the fund), and 24 for TEKX that do not appear in VYM (75.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in TEKXWeight in VYMDifference
XOMExxon Mobil Corp.2.06%2.63%0.57%
HUBBHubbell Inc4.41%0.10%4.31%
FLSFlowserve Corp.1.91%0.04%1.87%
ETREntergy Corp.1.09%0.20%0.89%

You are not choosing between two funds in isolation.

Whichever of TEKX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TEKXVYM

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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, by $61 a year on a $10,000 investment.

Which performed better, TEKX or VYM?

Over the past year TEKX returned +63.58% vs +16.61% for VYM, so TEKX leads on 1-year performance. Over the longest common window we track (2 years), TEKX annualized +64.46% vs +16.54% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TEKX or VYM?

TEKX has been the more volatile fund at 46.8% annualized versus 10.6% for VYM. Worst drawdown: TEKX -43.8% vs VYM -14.5%.

Should I hold both TEKX and VYM?

TEKX and VYM have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between TEKX and VYM?

9.5% of TEKX's money is in holdings VYM also owns. 3.0% of VYM's is in holdings TEKX also owns. They hold 4 positions in common, counted across the 34 positions we hold weights for in TEKX and 557 in VYM.

Which pays a higher dividend, TEKX or VYM?

TEKX yields 0.23% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TEKX?

VYM has a lower expense ratio. TEKX led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 63.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.