THQ vs VYM
Abrdn Healthcare Opportunities Fund vs Vanguard High Dividend Yield ETF
Which is better, THQ or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. THQ led over 1Y, VYM over 3Y, 5Y and the full window.
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 | THQ | VYM |
|---|---|---|
| Expense Ratio | 1.46% | 0.04%Best |
| AUM | $838M | $95.8B |
| Dividend Yield | 10.41% | 2.23% |
| Holdings | 115 | 610 |
| YTD Return | +10.72% | +16.00%Best |
| 1Y Return | +20.99%Best | +18.97% |
| 3Y Return (annualized) | +18.59% | +20.46%Best |
| 5Y Return (annualized) | +4.61% | +11.54%Best |
| Volatility (annualized) | 18.4% | 13.8%Best |
| Max Drawdown | -45.8% | -35.7%Best |
| $10,000 over 5 years | $12,528 | $17,264Best |
| Fund Family | Aberdeen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 28, 2014 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 29, 2014 to Nov 11, 2026 (12.3 years).
THQ 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 12.3 years both funds cover.
THQ vs VYM Performance
Abrdn Healthcare Opportunities Fund (THQ) is an ETF from Aberdeen and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year THQ returned +20.99% while VYM returned +18.97%. Year to date, THQ is up 10.72% versus a gain of 16.00% for VYM.
Over three years, THQ compounded at +18.59% per year against +20.46% for VYM; over five years the annualized figures are +4.61% and +11.54% respectively. Across the full 12-year window we track, VYM has the edge at +9.10% annualized vs +3.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
THQ has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 13.8% 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 -35.7% 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 0.74. 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 10.41% against 2.23% for VYM.
Holdings Overlap
At least 7.9% of VYM's money is in holdings THQ also owns.
Stated as a floor: for THQ, our book for it covers 92.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and THQ share little of their money.
11 positions in common, counted across the 96 positions we hold weights for in THQ and 602 in VYM, against full books of 115 and 610.
Top Shared Holdings
| Stock | Weight in THQ | Weight in VYM | Difference |
|---|---|---|---|
| UNHUnitedhealth Group Incorporated | 4.40% | 1.42% | 2.98% |
| ABTAbbot Laboratories | 4.66% | 0.77% | 3.89% |
| MDTMEDTRONIC | 4.03% | 0.47% | 3.56% |
| MRKMerck & Company Inc | 2.79% | 1.47% | 1.32% |
| ABBVAbbvie Inc. | 1.65% | 1.83% | 0.18% |
| CVSCvs Health Corp | 2.33% | 0.49% | 1.84% |
| ELVElevance Health Inc | 2.30% | 0.33% | 1.97% |
| HUMHumana Inc. | 2.22% | 0.19% | 2.03% |
| BDXBecton Dickinson And Co. | 0.89% | 0.22% | 0.67% |
| BMYBristol-Myers Squibb Co. | 0.55% | 0.55% | 0.00% |
You are not choosing between two funds in isolation.
Whichever of THQ 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, THQ or VYM?
THQ has an expense ratio of 1.46% while VYM charges 0.04%. VYM is the cheaper option, by $142 a year on a $10,000 investment.
Which performed better, THQ or VYM?
Over the past year THQ returned +20.99% vs +18.97% for VYM, so THQ leads on 1-year performance. Over the longest common window we track (12 years), THQ annualized +3.95% vs +9.10% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, THQ or VYM?
THQ has been the more volatile fund at 18.4% annualized versus 13.8% for VYM. Worst drawdown: THQ -45.8% vs VYM -35.7%.
Should I hold both THQ and VYM?
THQ and VYM have a monthly-return correlation of 0.74, 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 THQ and VYM?
At least 7.9% of VYM's money is in holdings THQ also owns. Our book for THQ is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 96 positions we hold weights for in THQ and 602 in VYM.
Which pays a higher dividend, THQ or VYM?
THQ yields 10.41% while VYM yields 2.23%, so THQ currently pays the higher dividend yield.
Is VYM better than THQ?
VYM has a lower expense ratio. THQ led over 1Y, VYM over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.