THY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricTHYVYMWinner
Expense Ratio1.03%0.04%
AUM$87M$79.0B
Dividend Yield5.42%2.86%
Holdings2568
YTD Return+0.31%+15.80%
1Y Return+1.81%+26.12%
3Y Return (annualized)+4.61%+18.25%
5Y Return (annualized)+1.72%+12.51%
Volatility (annualized)4.0%14.6%
Max Drawdown-8.6%-58.8%
Fund FamilyTOEWS FundsVanguard (US)
CategoryAlternativeEquity
InceptionJun 25, 2020Nov 10, 2006

THY vs VYM Performance

Toews Agility Shares Dynamic Tactical Income ETF (THY) is a ETF from TOEWS Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year THY returned +1.81% while VYM returned +26.12%. Year to date, THY is up 0.31% versus a gain of 15.80% for VYM.

Over three years, THY compounded at +4.61% per year against +18.25% for VYM; over five years the annualized figures are +1.72% and +12.51% respectively. Across the full 6-year window we track, VYM has the edge at +7.07% annualized vs +1.65%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.0% for THY. 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 -8.6% for THY 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

THY charges 1.03% per year while VYM charges 0.04%. On a $10,000 position that is $103 vs $4 annually, a gap of $99 per year that compounds over a long holding period. On income, THY currently yields 5.42% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, THY or VYM?

THY has an expense ratio of 1.03% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $99 per year of difference.

Which performed better, THY or VYM?

Over the past year THY returned +1.81% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), THY annualized +1.65% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, THY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.0% for THY. Worst drawdown: THY -8.6% vs VYM -58.8%.

Should I hold both THY and VYM?

THY and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, THY or VYM?

THY yields 5.42% while VYM yields 2.86%, so THY currently pays the higher dividend yield.

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