VERS vs VYM

VERS vs VYM

Which is better, VERS or VYM?

Single Currency against Large Cap Value.

VYM has a lower expense ratio. VERS led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.7%.

Lower Fees: VYMHigher Returns: VERSLess 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

MetricVERSVYM
Expense Ratio0.58%0.04%Best
AUM$6M$81.6B
Dividend Yield0.13%2.22%
Holdings41613
YTD Return+17.34%Best+11.35%
1Y Return+19.90%Best+15.34%
3Y Return (annualized)+27.56%Best+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)30.8%14.0%Best
Max Drawdown-42.1%-15.8%Best
$10,000 over 4.5 years$17,360Best$16,176
Top 10 Weight44.7%26.1%Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleSingle CurrencyLarge Cap Value
InceptionMar 15, 2022Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 17, 2022 to Sep 18, 2026 (4.5 years).

VERS 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 4.5 years both funds cover.

VERS vs VYM Performance

ProShares Metaverse ETF (VERS) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VERS returned +19.90% while VYM returned +15.34%. Year to date, VERS is up 17.34% versus a gain of 11.35% for VYM.

Over three years, VERS compounded at +27.56% per year against +17.22% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VERS has been the more volatile fund, with annualized monthly volatility of 30.8% compared with 14.0% 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 -42.1% for VERS and -15.8% 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 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VERS charges 0.58% per year while VYM charges 0.04%. On a $10,000 position that is $58 vs $4 annually, a gap of $54 per year that compounds over a long holding period. On income, VERS currently yields 0.13% against 2.22% for VYM.

Holdings Overlap

VERS already in VYM7.1%
VYM already in VERS0.7%

7.1% of VERS's money is in holdings VYM also owns. 0.7% of VYM's money is in holdings VERS also owns.

VERS and VYM share little of their money.

5 positions in common, counted across the 39 positions we hold weights for in VERS and 557 in VYM, against full books of 41 and 613.

What only one of them owns

Our book lists 524 positions for VYM that do not appear in our book for VERS (96.4% of the fund), and 31 for VERS that do not appear in VYM (88.8%).

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 VERSWeight in VYMDifference
OLEDUniversal Display Corp3.44%0.01%3.43%
QCOMQualcomm Inc.2.61%0.63%1.98%
AGNTAgnt Inc0.53%0.00%0.53%
AMKRAmkor Technology, Inc.0.28%0.03%0.25%
SWKSSkyworks Solutions Inc.0.21%0.04%0.17%

You are not choosing between two funds in isolation.

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

VERSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VERS or VYM?

VERS has an expense ratio of 0.58% while VYM charges 0.04%. VYM is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, VERS or VYM?

Over the past year VERS returned +19.90% vs +15.34% for VYM, so VERS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VERS or VYM?

VERS has been the more volatile fund at 30.8% annualized versus 14.0% for VYM. Worst drawdown: VERS -42.1% vs VYM -15.8%.

Should I hold both VERS and VYM?

VERS and VYM have a monthly-return correlation of 0.47, 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 VERS and VYM?

7.1% of VERS's money is in holdings VYM also owns. 0.7% of VYM's is in holdings VERS also owns. They hold 5 positions in common, counted across the 39 positions we hold weights for in VERS and 557 in VYM.

Which pays a higher dividend, VERS or VYM?

VERS yields 0.13% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than VERS?

VYM has a lower expense ratio. VERS led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.