VAMO vs VYM

VAMO vs VYM

Which is better, VAMO or VYM?

Small Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VAMO is less concentrated, with 17.4% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VAMO

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

MetricVAMOVYM
Expense Ratio0.65%0.04%Best
AUM$87M$81.6B
Dividend Yield0.61%2.22%
Holdings103613
YTD Return+7.10%+13.91%Best
1Y Return+11.51%+17.57%Best
3Y Return (annualized)+13.22%+18.12%Best
5Y Return (annualized)+10.76%+12.17%Best
Volatility (annualized)12.9%Best14.0%
Max Drawdown-41.8%-35.7%Best
$10,000 over 5 years$16,669$17,758Best
Top 10 Weight17.4%Best25.9%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionSep 8, 2015Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2015 to Sep 11, 2026 (11 years).

VAMO 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 11 years both funds cover.

VAMO vs VYM Performance

Cambria Value and Momentum Hedged Equity ETF (VAMO) is an ETF from Cambria Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VAMO returned +11.51% while VYM returned +17.57%. Year to date, VAMO is up 7.10% versus a gain of 13.91% for VYM.

Over three years, VAMO compounded at +13.22% per year against +18.12% for VYM; over five years the annualized figures are +10.76% and +12.17% respectively. Across the full 11-year window we track, VYM has the edge at +10.60% annualized vs +4.62%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 12.9% for VAMO. 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 -41.8% for VAMO and -35.7% 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 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VAMO charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, VAMO currently yields 0.61% against 2.22% for VYM.

Holdings Overlap

VAMO already in VYM42.0%
VYM already in VAMO4.3%

42.0% of VAMO's money is in holdings VYM also owns. 4.3% of VYM's money is in holdings VAMO also owns.

The two portfolios partly overlap.

The two holdings books were reported 57 days apart, VAMO as of Aug 26, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

45 positions in common, counted across the 101 positions we hold weights for in VAMO and 603 in VYM, against full books of 103 and 613.

What only one of them owns

Our book lists 523 positions for VYM that do not appear in our book for VAMO (93.2% of the fund), and 56 for VAMO that do not appear in VYM (54.2%).

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 VAMOWeight in VYMDifference
CCitigroup Inc.0.80%0.94%0.14%
NEMNewmont Corp.1.19%0.41%0.78%
VLOValero Energy Corp.1.21%0.32%0.89%
COFCapital One Financial Corp.0.95%0.52%0.43%
PBFPbf Energy Inc-class A1.42%0.02%1.40%
DINOHollyfrontier1.23%0.04%1.19%
CFCf Industries Holdings Inc.1.08%0.07%1.01%
CAHCardinal Health Inc.0.90%0.23%0.67%
DVNDevon Energy Corp.0.94%0.19%0.75%
APAApa Corp1.05%0.05%1.00%

42.0% of VAMO is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VAMOVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VAMO or VYM?

VAMO has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, VAMO or VYM?

Over the past year VAMO returned +11.51% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), VAMO annualized +4.62% vs +10.60% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VAMO or VYM?

VYM has been the more volatile fund at 14.0% annualized versus 12.9% for VAMO. Worst drawdown: VAMO -41.8% vs VYM -35.7%.

Should I hold both VAMO and VYM?

VAMO and VYM have a monthly-return correlation of 0.58, 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 VAMO and VYM?

42.0% of VAMO's money is in holdings VYM also owns. 4.3% of VYM's is in holdings VAMO also owns. They hold 45 positions in common, counted across the 101 positions we hold weights for in VAMO and 603 in VYM.

Which pays a higher dividend, VAMO or VYM?

VAMO yields 0.61% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than VAMO?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VAMO is less concentrated, with 17.4% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.