VOLT vs VYM
Tema Electrification ETF vs Vanguard High Dividend Yield ETF
Which is better, VOLT or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VOLT led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 52.7%.
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
| Metric | VOLT | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $722M | $81.6B |
| Dividend Yield | 0.36% | 2.24% |
| Holdings | 30 | 613 |
| YTD Return | +21.56%Best | +14.82% |
| 1Y Return | +33.66%Best | +20.84% |
| 3Y Return (annualized) | - | +18.64% |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 24.4% | 9.5%Best |
| Max Drawdown | -23.4% | -14.5%Best |
| $10,000 over 1.7 years | $14,194Best | $12,842 |
| Top 10 Weight | 52.7% | 25.9%Best |
| Fund Family | Tema Global Limited | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 3, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 4, 2024 to Sep 4, 2026 (1.7 years).
VOLT 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 1.7 years both funds cover.
VOLT vs VYM Performance
Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VOLT returned +33.66% while VYM returned +20.84%. Year to date, VOLT is up 21.56% versus a gain of 14.82% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOLT has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 9.5% 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 -14.5% 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 0.43. They move together some of the time, and apart the rest.
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 0.36% against 2.24% for VYM.
Holdings Overlap
47.7% of VOLT's money is in holdings VYM also owns. 5.5% of VYM's money is in holdings VOLT also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 29 positions we hold weights for in VOLT and 602 in VYM, against full books of 30 and 613.
What only one of them owns
Our book lists 555 positions for VYM that do not appear in our book for VOLT (91.8% of the fund), and 13 for VOLT that do not appear in VYM (47.9%).
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
| Stock | Weight in VOLT | Weight in VYM | Difference |
|---|---|---|---|
| ETNEaton Corp Plc | 5.59% | 0.69% | 4.90% |
| NEENextera Energy Inc | 5.48% | 0.76% | 4.72% |
| AEPAmerican Electric Power Co Inc | 4.63% | 0.31% | 4.32% |
| HUBBHubbell Inc. Class B | 4.65% | 0.11% | 4.54% |
| IDAIdacorp Inc | 4.70% | 0.03% | 4.67% |
| OGEOge Energy Corp. | 4.60% | 0.04% | 4.56% |
| CATCaterpillar, Inc. | 2.22% | 2.01% | 0.21% |
| ETREntergy Corp. | 3.92% | 0.22% | 3.70% |
| NINisource Inc Preferred Stock Var | 3.34% | 0.09% | 3.25% |
| WMBWilliams Cos Inc/the | 2.00% | 0.38% | 1.62% |
47.7% of VOLT 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.
Free for up to 10 holdings. No account needed.
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, by $71 a year on a $10,000 investment.
Which performed better, VOLT or VYM?
Over the past year VOLT returned +33.66% vs +20.84% for VYM, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), VOLT annualized +22.88% vs +15.85% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOLT or VYM?
VOLT has been the more volatile fund at 24.4% annualized versus 9.5% for VYM. Worst drawdown: VOLT -23.4% vs VYM -14.5%.
Should I hold both VOLT and VYM?
VOLT and VYM have a monthly-return correlation of 0.43, 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 VOLT and VYM?
47.7% of VOLT's money is in holdings VYM also owns. 5.5% of VYM's is in holdings VOLT also owns. They hold 14 positions in common, counted across the 29 positions we hold weights for in VOLT and 602 in VYM.
Which pays a higher dividend, VOLT or VYM?
VOLT yields 0.36% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than VOLT?
VYM has a lower expense ratio. VOLT led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 52.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.