TERG vs VYM

TERG vs VYM

Which is better, TERG or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricTERGVYM
Expense Ratio0.75%0.04%Best
AUM$7M$81.6B
Dividend Yield0.00%2.24%
Holdings7613
YTD Return+53.35%Best+15.29%
1Y Return-+22.23%
3Y Return (annualized)-+18.81%
5Y Return (annualized)-+12.14%
Fund FamilyLeverage SharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionNov 17, 2025Nov 10, 2006

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

TERG 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.

TERG vs VYM Performance

Leverage Shares 2X Long TER Daily ETF (TERG) is an ETF from Leverage Shares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, TERG is up 53.35% versus a gain of 15.29% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

TERG charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, TERG currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 1 holding in TERG and 603 in VYM, totalling 11.7% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in TERG and 603 in VYM, against full books of 7 and 613.

You are not choosing between two funds in isolation.

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

TERGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TERG or VYM?

TERG has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which pays a higher dividend, TERG or VYM?

TERG yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than TERG?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.