VERS vs VYM

Quick Verdict

VYM has a lower expense ratio. VERS delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VERSMore Diversified: VYM

Side-by-Side Comparison

MetricVERSVYMWinner
Expense Ratio0.58%0.04%
AUM$6M$79.0B
Dividend Yield0.12%2.86%
Holdings41568
YTD Return+17.50%+15.80%
1Y Return+35.76%+26.12%
3Y Return (annualized)+23.78%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)31.3%14.6%
Max Drawdown-42.1%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionMar 15, 2022Nov 10, 2006

VERS vs VYM Performance

ProShares Metaverse ETF (VERS) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year VERS returned +35.76% while VYM returned +26.12%. Year to date, VERS is up 17.50% versus a gain of 15.80% for VYM.

Over three years, VERS compounded at +23.78% per year against +18.25% for VYM. Across the full 4-year window we track, VERS has the edge at +13.43% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VERS has been the more volatile fund, with annualized monthly volatility of 31.3% 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 -42.1% for VERS 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

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 0.12% against 2.86% for VYM.

Holdings Overlap

0.7%overlap

VERS and VYM share 4 holdings out of 594 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VERSWeight in VYMDifference
QCOM2.53%0.67%1.86%
EXPI0.58%0.00%0.58%
AMKR0.37%0.03%0.34%
SWKSProProPro
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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. On a $10,000 investment, that is $54 per year of difference.

Which performed better, VERS or VYM?

Over the past year VERS returned +35.76% vs +26.12% for VYM, so VERS leads on 1-year performance. Over the longest common window we track (4 years), VERS annualized +13.43% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, VERS or VYM?

VERS has been the more volatile fund at 31.3% annualized versus 14.6% for VYM. Worst drawdown: VERS -42.1% vs VYM -58.8%.

Should I hold both VERS and VYM?

VERS and VYM have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VERS and VYM?

VERS and VYM share 4 common holdings with a 0.7% weight overlap. Combined, they hold 594 unique securities.

Which pays a higher dividend, VERS or VYM?

VERS yields 0.12% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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