VYM vs YCLO

VYM vs YCLO
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMYCLOWinner
Expense Ratio0.04%0.35%
AUM$81.6B$50M
Dividend Yield2.24%0.31%
Holdings6162
YTD Return+15.34%+1.34%
1Y Return+23.24%-
3Y Return (annualized)+19.22%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-0.0%
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityFixed Income
InceptionNov 10, 2006Jun 2, 2026

VYM vs YCLO Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Franklin BSP CLO ETF (YCLO) is a ETF from Franklin Templeton Investments (US). Year to date, VYM is up 15.34% versus a gain of 1.34% for YCLO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -0.0% for YCLO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VYM charges 0.04% per year while YCLO charges 0.35%. On a $10,000 position that is $4 vs $35 annually, a gap of $31 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.31% for YCLO.

Holdings Overlap

0.0%overlap

VYM and YCLO share 0 holdings out of 605 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, VYM or YCLO?

VYM has an expense ratio of 0.04% while YCLO charges 0.35%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between VYM and YCLO?

VYM and YCLO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, VYM or YCLO?

VYM yields 2.24% while YCLO yields 0.31%, so VYM currently pays the higher dividend yield.

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