VGSR vs VYM
Vert Global Sustainable Real Estate ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | VGSR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $543M | $81.6B | |
| Dividend Yield | 3.23% | 2.24% | |
| Holdings | 143 | 616 | |
| YTD Return | +12.48% | +15.34% | |
| 1Y Return | +13.95% | +23.24% | |
| 3Y Return (annualized) | - | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 13.4% | 14.6% | |
| Max Drawdown | -18.3% | -58.8% | |
| Fund Family | Vert Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 31, 2017 | Nov 10, 2006 |
VGSR vs VYM Performance
Vert Global Sustainable Real Estate ETF (VGSR) is a ETF from Vert Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year VGSR returned +13.95% while VYM returned +23.24%. Year to date, VGSR is up 12.48% versus a gain of 15.34% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.4% for VGSR. 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 -18.3% for VGSR 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VGSR charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, VGSR currently yields 3.23% against 2.24% for VYM.
Holdings Overlap
VGSR and VYM share 0 holdings out of 746 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, VGSR or VYM?
VGSR has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, VGSR or VYM?
Over the past year VGSR returned +13.95% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), VGSR annualized +11.85% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, VGSR or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.4% for VGSR. Worst drawdown: VGSR -18.3% vs VYM -58.8%.
Should I hold both VGSR and VYM?
VGSR and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VGSR and VYM?
VGSR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 746 unique securities.
Which pays a higher dividend, VGSR or VYM?
VGSR yields 3.23% while VYM yields 2.24%, so VGSR currently pays the higher dividend yield.
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