ACGR vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricACGRVYMWinner
Expense Ratio0.39%0.04%
AUM$10M$79.0B
Dividend Yield0.12%2.86%
Holdings84568
YTD Return+7.61%+15.20%
1Y Return+13.85%+25.56%
3Y Return (annualized)+19.29%+17.86%
5Y Return (annualized)+11.22%+12.35%
Volatility (annualized)19.5%14.6%
Max Drawdown-34.5%-58.8%
Fund FamilyAmerican Century InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 29, 2021Nov 10, 2006

ACGR vs VYM Performance

American Century Large Cap Growth ETF (ACGR) is a ETF from American Century Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ACGR returned +13.85% while VYM returned +25.56%. Year to date, ACGR is up 7.61% versus a gain of 15.20% for VYM.

Over three years, ACGR compounded at +19.29% per year against +17.86% for VYM; over five years the annualized figures are +11.22% and +12.35% respectively. Across the full 5-year window we track, ACGR has the edge at +12.00% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ACGR has been the more volatile fund, with annualized monthly volatility of 19.5% 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 -34.5% for ACGR 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACGR charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, ACGR currently yields 0.12% against 2.86% for VYM.

Holdings Overlap

9.2%overlap

ACGR and VYM share 14 holdings out of 637 unique holdings combined, representing a 9.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ACGRWeight in VYMDifference
AVGO5.72%6.47%0.75%
ABBV0.49%1.80%1.31%
CAT0.16%1.51%1.35%
ADIProProPro
STXProProPro
JCIProProPro
CMIProProPro
ETNProProPro
ADPProProPro
EBAYProProPro
See all 10 holdings ACGR shares with VYM
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Frequently Asked Questions

Which is cheaper, ACGR or VYM?

ACGR has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, ACGR or VYM?

Over the past year ACGR returned +13.85% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), ACGR annualized +12.00% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, ACGR or VYM?

ACGR has been the more volatile fund at 19.5% annualized versus 14.6% for VYM. Worst drawdown: ACGR -34.5% vs VYM -58.8%.

Should I hold both ACGR and VYM?

ACGR and VYM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACGR and VYM?

ACGR and VYM share 14 common holdings with a 9.2% weight overlap. Combined, they hold 637 unique securities.

Which pays a higher dividend, ACGR or VYM?

ACGR yields 0.12% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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