TSEP vs VYM

TSEP vs VYM

Which is better, TSEP or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. TSEP led over the full window, VYM over 1Y.

Lower Fees: VYMHigher Returns: split

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

MetricTSEPVYM
Expense Ratio0.95%0.04%Best
AUM$16M$81.6B
Dividend Yield0.00%2.22%
Holdings10613
YTD Return+11.20%+13.15%Best
1Y Return+16.55%+17.82%Best
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)7.8%Best10.5%
Max Drawdown-9.8%Best-14.5%
$10,000 over 2 years$13,468Best$13,347
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionSep 20, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 23, 2024 to Sep 10, 2026 (2 years).

TSEP 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 2 years both funds cover.

TSEP vs VYM Performance

FT Vest Emerging Market Buffer ETF - September (TSEP) is an ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TSEP returned +16.55% while VYM returned +17.82%. Year to date, TSEP is up 11.20% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.5% compared with 7.8% 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 -14.5% 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 0.56. They move together some of the time, and apart the rest.

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 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of TSEP and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TSEPVYM

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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, by $91 a year on a $10,000 investment.

Which performed better, TSEP or VYM?

Over the past year TSEP returned +16.55% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), TSEP annualized +16.05% vs +15.53% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TSEP or VYM?

VYM has been the more volatile fund at 10.5% annualized versus 7.8% for TSEP. Worst drawdown: TSEP -9.8% vs VYM -14.5%.

Should I hold both TSEP and VYM?

TSEP and VYM have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, TSEP or VYM?

TSEP yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TSEP?

VYM has a lower expense ratio. TSEP led over the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.