VSDA vs VYM
VictoryShares Dividend Accelerator ETF vs Vanguard High Dividend Yield ETF
Which is better, VSDA or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VSDA led over the full window, VYM over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.92. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 28.3%.
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 | VSDA | VYM |
|---|---|---|
| Expense Ratio | 0.35% | 0.04%Best |
| AUM | $222M | $81.6B |
| Dividend Yield | 2.47% | 2.24% |
| Holdings | 77 | 613 |
| YTD Return | +13.68% | +14.82%Best |
| 1Y Return | +12.83% | +20.84%Best |
| 3Y Return (annualized) | +12.30% | +18.64%Best |
| 5Y Return (annualized) | +7.95% | +12.28%Best |
| Volatility (annualized) | 15.0% | 14.6%Best |
| Max Drawdown | -32.2%Best | -35.7% |
| $10,000 over 5 years | $14,659 | $17,845Best |
| Top 10 Weight | 28.3% | 25.9%Best |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 18, 2017 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 18, 2017 to Sep 4, 2026 (9.4 years).
VSDA 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 9.4 years both funds cover.
VSDA vs VYM Performance
VictoryShares Dividend Accelerator ETF (VSDA) is an ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VSDA returned +12.83% while VYM returned +20.84%. Year to date, VSDA is up 13.68% versus a gain of 14.82% for VYM.
Over three years, VSDA compounded at +12.30% per year against +18.64% for VYM; over five years the annualized figures are +7.95% and +12.28% respectively. Across the full 9-year window we track, VSDA has the edge at +10.97% annualized vs +10.29%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VSDA has been the more volatile fund, with annualized monthly volatility of 15.0% 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 -32.2% for VSDA and -35.7% 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
VSDA charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, VSDA currently yields 2.47% against 2.24% for VYM.
Holdings Overlap
79.7% of VSDA's money is in holdings VYM also owns. 22.6% of VYM's money is in holdings VSDA also owns.
Most of VSDA is already inside VYM. Owning both mostly buys the same companies twice.
51 positions in common, counted across the 75 positions we hold weights for in VSDA and 603 in VYM, against full books of 77 and 613.
What only one of them owns
Measured across the 75 and 603 positions we hold weights for.
VYM holds 519 positions VSDA does not, 74.8% of the fund.
Largest: AVGO 7.29%, JPM 3.38%, CSCO 1.93%, ABBV 1.85%, UNH 1.56%
Top Shared Holdings
| Stock | Weight in VSDA | Weight in VYM | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 1.62% | 2.36% | 0.74% |
| CVXChevron Corp | 2.45% | 1.28% | 1.17% |
| JNJJohnson & Johnson - Common | 1.03% | 2.54% | 1.51% |
| MOAltria Group Inc | 3.02% | 0.50% | 2.52% |
| PEPPepsico Inc. | 2.60% | 0.77% | 1.83% |
| KMBKimberly-Clark Corp. | 3.13% | 0.15% | 2.98% |
| MDTMedtronic Plc Ordinary Shares | 2.85% | 0.42% | 2.43% |
| CLXClorox Co. | 3.16% | 0.05% | 3.11% |
| HRLHormel Foods Corp. | 3.13% | 0.03% | 3.10% |
| PGProcter & Gamble Company | 1.65% | 1.42% | 0.23% |
79.7% of VSDA 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, VSDA or VYM?
VSDA has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, VSDA or VYM?
Over the past year VSDA returned +12.83% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), VSDA annualized +10.97% vs +10.29% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VSDA or VYM?
VSDA has been the more volatile fund at 15.0% annualized versus 14.6% for VYM. Worst drawdown: VSDA -32.2% vs VYM -35.7%.
Should I hold both VSDA and VYM?
VSDA and VYM have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between VSDA and VYM?
79.7% of VSDA's money is in holdings VYM also owns. 22.6% of VYM's is in holdings VSDA also owns. They hold 51 positions in common, counted across the 75 positions we hold weights for in VSDA and 603 in VYM.
Which pays a higher dividend, VSDA or VYM?
VSDA yields 2.47% while VYM yields 2.24%, so VSDA currently pays the higher dividend yield.
Is VYM better than VSDA?
VYM has a lower expense ratio. VSDA led over the full window, VYM over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.92. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 28.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.