THQ vs VYM
Abrdn Healthcare Opportunities Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. THQ delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | THQ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.46% | 0.04% | |
| AUM | $784M | $79.0B | |
| Dividend Yield | 10.84% | 2.86% | |
| Holdings | 111 | 568 | |
| YTD Return | +7.99% | +16.10% | |
| 1Y Return | +41.28% | +25.99% | |
| 3Y Return (annualized) | +11.61% | +18.29% | |
| 5Y Return (annualized) | +4.35% | +12.35% | |
| Volatility (annualized) | 18.5% | 14.6% | |
| Max Drawdown | -45.8% | -58.8% | |
| Fund Family | Aberdeen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 28, 2014 | Nov 10, 2006 |
THQ vs VYM Performance
Abrdn Healthcare Opportunities Fund (THQ) is a ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year THQ returned +41.28% while VYM returned +25.99%. Year to date, THQ is up 7.99% versus a gain of 16.10% for VYM.
Over three years, THQ compounded at +11.61% per year against +18.29% for VYM; over five years the annualized figures are +4.35% and +12.35% respectively. Across the full 12-year window we track, VYM has the edge at +7.08% annualized vs +3.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
THQ has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -45.8% for THQ 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
THQ charges 1.46% per year while VYM charges 0.04%. On a $10,000 position that is $146 vs $4 annually, a gap of $142 per year that compounds over a long holding period. On income, THQ currently yields 10.84% against 2.86% for VYM.
Holdings Overlap
THQ and VYM share 10 holdings out of 646 unique holdings combined, representing a 8.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, THQ or VYM?
THQ has an expense ratio of 1.46% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $142 per year of difference.
Which performed better, THQ or VYM?
Over the past year THQ returned +41.28% vs +25.99% for VYM, so THQ leads on 1-year performance. Over the longest common window we track (12 years), THQ annualized +3.82% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, THQ or VYM?
THQ has been the more volatile fund at 18.5% annualized versus 14.6% for VYM. Worst drawdown: THQ -45.8% vs VYM -58.8%.
Should I hold both THQ and VYM?
THQ and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between THQ and VYM?
THQ and VYM share 10 common holdings with a 8.4% weight overlap. Combined, they hold 646 unique securities.
Which pays a higher dividend, THQ or VYM?
THQ yields 10.84% while VYM yields 2.86%, so THQ currently pays the higher dividend yield.
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