TSEP vs VYM

TSEP vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricTSEPVYMWinner
Expense Ratio0.95%0.04%
AUM$16M$81.6B
Dividend Yield0.00%2.24%
Holdings5616
YTD Return+10.30%+14.66%
1Y Return+18.32%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)7.9%14.6%
Max Drawdown-9.8%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionSep 20, 2024Nov 10, 2006

TSEP vs VYM Performance

FT Vest Emerging Market Buffer ETF - September (TSEP) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TSEP returned +18.32% while VYM returned +22.16%. Year to date, TSEP is up 10.30% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.9% for TSEP. 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 -9.8% for TSEP 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TSEP charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, TSEP currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

TSEP and VYM share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, TSEP or VYM?

TSEP has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, TSEP or VYM?

Over the past year TSEP returned +18.32% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), TSEP annualized +16.08% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, TSEP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.9% for TSEP. Worst drawdown: TSEP -9.8% vs VYM -58.8%.

Should I hold both TSEP and VYM?

TSEP and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TSEP and VYM?

TSEP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, TSEP or VYM?

TSEP yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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