THMZ vs VYM
Lazard Equity Megatrends ETF vs Vanguard High Dividend Yield ETF
Which is better, THMZ or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.6%.
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
| Metric | THMZ | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | - | $81.6B |
| Dividend Yield | 0.23% | 2.22% |
| Holdings | 62 | 613 |
| YTD Return | +5.62% | +10.23%Best |
| 1Y Return | +9.06% | +14.28%Best |
| 3Y Return (annualized) | - | +17.50% |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 14.2% | 9.6%Best |
| Max Drawdown | -16.0% | -6.7%Best |
| $10,000 over 1.5 years | $14,071 | $14,123Best |
| Top 10 Weight | 31.6% | 26.1%Best |
| Fund Family | Lazard Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 4, 2025 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 7, 2025 to Sep 23, 2026 (1.5 years).
THMZ 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 1.5 years both funds cover.
THMZ vs VYM Performance
Lazard Equity Megatrends ETF (THMZ) is an ETF from Lazard Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year THMZ returned +9.06% while VYM returned +14.28%. Year to date, THMZ is up 5.62% versus a gain of 10.23% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
THMZ has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 9.6% 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 -16.0% for THMZ and -6.7% 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 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
THMZ charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, THMZ currently yields 0.23% against 2.22% for VYM.
Holdings Overlap
6.9% of THMZ's money is in holdings VYM also owns. 10.6% of VYM's money is in holdings THMZ also owns.
VYM and THMZ share little of their money.
6 positions in common, counted across the 61 positions we hold weights for in THMZ and 557 in VYM, against full books of 62 and 613.
What only one of them owns
Our book lists 522 positions for VYM that do not appear in our book for THMZ (86.5% of the fund), and 29 for THMZ that do not appear in VYM (52.7%).
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.
You are not choosing between two funds in isolation.
Whichever of THMZ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, THMZ or VYM?
THMZ has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, THMZ or VYM?
Over the past year THMZ returned +9.06% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), THMZ annualized +25.57% vs +25.88% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, THMZ or VYM?
THMZ has been the more volatile fund at 14.2% annualized versus 9.6% for VYM. Worst drawdown: THMZ -16.0% vs VYM -6.7%.
Should I hold both THMZ and VYM?
THMZ and VYM have a monthly-return correlation of 0.60, 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 THMZ and VYM?
10.6% of VYM's money is in holdings THMZ also owns. 10.6% of VYM's is in holdings THMZ also owns. They hold 6 positions in common, counted across the 61 positions we hold weights for in THMZ and 557 in VYM.
Which pays a higher dividend, THMZ or VYM?
THMZ yields 0.23% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than THMZ?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 31.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.