VOLT vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: VOLTMore Diversified: VYM

Side-by-Side Comparison

MetricVOLTVYMWinner
Expense Ratio0.75%0.04%
AUM$758M$79.0B
Dividend Yield0.32%2.86%
Holdings31568
YTD Return+26.67%+16.10%
1Y Return+38.16%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)24.4%14.6%
Max Drawdown-23.4%-58.8%
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
InceptionDec 3, 2024Nov 10, 2006

VOLT vs VYM Performance

Tema Electrification ETF (VOLT) is a ETF from Tema Global Limited and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year VOLT returned +38.16% while VYM returned +25.99%. Year to date, VOLT is up 26.67% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -23.4% for VOLT 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOLT charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, VOLT currently yields 0.32% against 2.86% for VYM.

Holdings Overlap

5.2%overlap

VOLT and VYM share 14 holdings out of 573 unique holdings combined, representing a 5.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOLTWeight in VYMDifference
NEE5.48%0.86%4.62%
ETN5.59%0.65%4.94%
AEP4.63%0.31%4.32%
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Frequently Asked Questions

Which is cheaper, VOLT or VYM?

VOLT has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, VOLT or VYM?

Over the past year VOLT returned +38.16% vs +25.99% for VYM, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), VOLT annualized +26.99% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, VOLT or VYM?

VOLT has been the more volatile fund at 24.4% annualized versus 14.6% for VYM. Worst drawdown: VOLT -23.4% vs VYM -58.8%.

Should I hold both VOLT and VYM?

VOLT and VYM have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOLT and VYM?

VOLT and VYM share 14 common holdings with a 5.2% weight overlap. Combined, they hold 573 unique securities.

Which pays a higher dividend, VOLT or VYM?

VOLT yields 0.32% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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