TUR vs VYM

TUR 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

MetricTURVYMWinner
Expense Ratio0.59%0.04%
AUM$221M$81.6B
Dividend Yield2.23%2.24%
Holdings77616
YTD Return+17.84%+15.60%
1Y Return+20.50%+23.48%
3Y Return (annualized)+6.01%+19.07%
5Y Return (annualized)+15.50%+12.50%
Volatility (annualized)33.8%14.6%
Max Drawdown-77.5%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 26, 2008Nov 10, 2006

TUR vs VYM Performance

iShares MSCI Turkey ETF (TUR) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TUR returned +20.50% while VYM returned +23.48%. Year to date, TUR is up 17.84% versus a gain of 15.60% for VYM.

Over three years, TUR compounded at +6.01% per year against +19.07% for VYM; over five years the annualized figures are +15.50% and +12.50% respectively. Across the full 18-year window we track, VYM has the edge at +7.05% annualized vs -0.23%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TUR has been the more volatile fund, with annualized monthly volatility of 33.8% compared with 14.6% 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 -77.5% for TUR 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TUR charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, TUR currently yields 2.23% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

TUR and VYM share 0 holdings out of 677 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, TUR or VYM?

TUR has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, TUR or VYM?

Over the past year TUR returned +20.50% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (18 years), TUR annualized -0.23% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, TUR or VYM?

TUR has been the more volatile fund at 33.8% annualized versus 14.6% for VYM. Worst drawdown: TUR -77.5% vs VYM -58.8%.

Should I hold both TUR and VYM?

TUR and VYM have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TUR and VYM?

TUR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 677 unique securities.

Which pays a higher dividend, TUR or VYM?

TUR yields 2.23% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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