TUSI vs VYM

TUSI 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

MetricTUSIVYMWinner
Expense Ratio0.25%0.04%
AUM$626M$81.6B
Dividend Yield4.94%2.24%
Holdings238616
YTD Return+1.02%+14.66%
1Y Return+2.88%+22.16%
3Y Return (annualized)+4.93%+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)0.8%14.6%
Max Drawdown-0.6%-58.8%
Fund FamilyTouchstone InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 4, 2022Nov 10, 2006

TUSI vs VYM Performance

Touchstone Ultra Short Income ETF (TUSI) is a ETF from Touchstone Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TUSI returned +2.88% while VYM returned +22.16%. Year to date, TUSI is up 1.02% versus a gain of 14.66% for VYM.

Over three years, TUSI compounded at +4.93% per year against +18.72% for VYM. Across the full 4-year window we track, VYM has the edge at +7.01% annualized vs +4.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 0.8% for TUSI. 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 -0.6% for TUSI 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 0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TUSI charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, TUSI currently yields 4.94% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

TUSI and VYM share 0 holdings out of 724 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, TUSI or VYM?

TUSI has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, TUSI or VYM?

Over the past year TUSI returned +2.88% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), TUSI annualized +4.81% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, TUSI or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.8% for TUSI. Worst drawdown: TUSI -0.6% vs VYM -58.8%.

Should I hold both TUSI and VYM?

TUSI and VYM have a monthly-return correlation of 0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TUSI and VYM?

TUSI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 724 unique securities.

Which pays a higher dividend, TUSI or VYM?

TUSI yields 4.94% while VYM yields 2.24%, so TUSI currently pays the higher dividend yield.

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