TMDV vs VYM

TMDV vs VYM

Which is better, TMDV or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. TMDV is less concentrated, with 17.4% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: TMDV

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

MetricTMDVVYM
Expense Ratio0.35%0.04%Best
AUM$5M$81.6B
Dividend Yield2.46%2.24%
Holdings66613
YTD Return+12.24%+14.82%Best
1Y Return+8.89%+20.84%Best
3Y Return (annualized)+7.04%+18.64%Best
5Y Return (annualized)+4.07%+12.28%Best
Volatility (annualized)16.2%15.5%Best
Max Drawdown-33.4%Best-35.7%
$10,000 over 5 years$12,208$17,845Best
Top 10 Weight17.4%Best25.9%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionNov 5, 2019Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 4, 2026 (6.8 years).

TMDV 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 6.8 years both funds cover.

TMDV vs VYM Performance

ProShares Russell US Dividend Growers ETF (TMDV) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TMDV returned +8.89% while VYM returned +20.84%. Year to date, TMDV is up 12.24% versus a gain of 14.82% for VYM.

Over three years, TMDV compounded at +7.04% per year against +18.64% for VYM; over five years the annualized figures are +4.07% and +12.28% respectively. Across the full 7-year window we track, VYM has the edge at +11.57% annualized vs +6.41%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMDV has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.5% 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 -33.4% for TMDV 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TMDV charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, TMDV currently yields 2.46% against 2.24% for VYM.

Holdings Overlap

TMDV already in VYM74.9%
VYM already in TMDV13.9%

74.9% of TMDV's money is in holdings VYM also owns. 13.9% of VYM's money is in holdings TMDV also owns.

Most of TMDV is already inside VYM. Owning both mostly buys the same companies twice.

48 positions in common, counted across the 64 positions we hold weights for in TMDV and 603 in VYM, against full books of 66 and 613.

What only one of them owns

Measured across the 64 and 603 positions we hold weights for.

VYM holds 522 positions TMDV does not, 83.6% of the fund.

Largest: AVGO 7.29%, JPM 3.38%, XOM 2.36%, CAT 2.01%, CSCO 1.93%

Top Shared Holdings

StockWeight in TMDVWeight in VYMDifference
JNJJohnson & Johnson - Common1.58%2.54%0.96%
PGProcter & Gamble Company1.44%1.42%0.02%
KOCoca Cola Co.1.53%1.31%0.22%
CVXChevron Corp1.46%1.28%0.18%
ABTAbbott Laboratories1.72%0.65%1.07%
MCDMcdonald'S Corp1.40%0.80%0.60%
PEPPepsico Inc.1.41%0.77%0.64%
ADPAutomatic Data Processing, Inc.1.74%0.37%1.37%
ITWIllinois Tool Works Inc.1.70%0.32%1.38%
EMREmerson Electric Co.1.67%0.33%1.34%

74.9% of TMDV is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

TMDVVYM

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Frequently Asked Questions

Which is cheaper, TMDV or VYM?

TMDV has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, TMDV or VYM?

Over the past year TMDV returned +8.89% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), TMDV annualized +6.41% vs +11.57% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TMDV or VYM?

TMDV has been the more volatile fund at 16.2% annualized versus 15.5% for VYM. Worst drawdown: TMDV -33.4% vs VYM -35.7%.

Should I hold both TMDV and VYM?

TMDV and VYM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between TMDV and VYM?

74.9% of TMDV's money is in holdings VYM also owns. 13.9% of VYM's is in holdings TMDV also owns. They hold 48 positions in common, counted across the 64 positions we hold weights for in TMDV and 603 in VYM.

Which pays a higher dividend, TMDV or VYM?

TMDV yields 2.46% while VYM yields 2.24%, so TMDV currently pays the higher dividend yield.

Is VYM better than TMDV?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. TMDV is less concentrated, with 17.4% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.