TTEQ vs VYM

TTEQ vs VYM

Which is better, TTEQ or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. TTEQ led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 48.6%.

Lower Fees: VYMHigher Returns: TTEQLess Concentrated: VYM

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

MetricTTEQVYM
Expense Ratio0.63%0.04%Best
AUM$439M$81.6B
Dividend Yield0.00%2.22%
Holdings85613
YTD Return+26.67%Best+13.15%
1Y Return+33.67%Best+17.82%
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)27.8%10.6%Best
Max Drawdown-27.0%-14.5%Best
$10,000 over 1.9 years$16,631Best$13,121
Top 10 Weight48.6%25.9%Best
Fund FamilyT.Rowe PriceVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionOct 23, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 24, 2024 to Sep 10, 2026 (1.9 years).

TTEQ 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 1.9 years both funds cover.

TTEQ vs VYM Performance

T. Rowe Price Technology ETF (TTEQ) is an ETF from T.Rowe Price and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TTEQ returned +33.67% while VYM returned +17.82%. Year to date, TTEQ is up 26.67% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TTEQ has been the more volatile fund, with annualized monthly volatility of 27.8% compared with 10.6% 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 -27.0% for TTEQ 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 0.41. They move together some of the time, and apart the rest.

Fees and Cost Over Time

TTEQ charges 0.63% per year while VYM charges 0.04%. On a $10,000 position that is $63 vs $4 annually, a gap of $59 per year that compounds over a long holding period. On income, TTEQ currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

TTEQ already in VYM8.6%
VYM already in TTEQ9.2%

8.6% of TTEQ's money is in holdings VYM also owns. 9.2% of VYM's money is in holdings TTEQ also owns.

VYM and TTEQ share little of their money.

4 positions in common, counted across the 70 positions we hold weights for in TTEQ and 603 in VYM, against full books of 85 and 613.

What only one of them owns

Our book lists 564 positions for VYM that do not appear in our book for TTEQ (88.3% of the fund), and 42 for TTEQ that do not appear in VYM (57.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in TTEQWeight in VYMDifference
AVGOBroadcom Inc5.93%7.29%1.36%
ORCLOracle Corp.1.32%1.04%0.28%
ADIAnalog Devices, Inc.0.55%0.80%0.25%
SWKSSkyworks Solutions Inc.0.76%0.04%0.72%

You are not choosing between two funds in isolation.

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

TTEQVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TTEQ or VYM?

TTEQ has an expense ratio of 0.63% while VYM charges 0.04%. VYM is the cheaper option, by $59 a year on a $10,000 investment.

Which performed better, TTEQ or VYM?

Over the past year TTEQ returned +33.67% vs +17.82% for VYM, so TTEQ leads on 1-year performance. Over the longest common window we track (2 years), TTEQ annualized +30.70% vs +15.37% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TTEQ or VYM?

TTEQ has been the more volatile fund at 27.8% annualized versus 10.6% for VYM. Worst drawdown: TTEQ -27.0% vs VYM -14.5%.

Should I hold both TTEQ and VYM?

TTEQ and VYM have a monthly-return correlation of 0.41, 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 TTEQ and VYM?

9.2% of VYM's money is in holdings TTEQ also owns. 9.2% of VYM's is in holdings TTEQ also owns. They hold 4 positions in common, counted across the 70 positions we hold weights for in TTEQ and 603 in VYM.

Which pays a higher dividend, TTEQ or VYM?

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

Is VYM better than TTEQ?

VYM has a lower expense ratio. TTEQ led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.