ACLO 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

MetricACLOVYMWinner
Expense Ratio0.20%0.04%
AUM$335M$79.0B
Dividend Yield4.89%2.86%
Holdings229568
YTD Return+2.92%+13.24%
1Y Return+5.15%+23.76%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)0.7%14.6%
Max Drawdown-1.0%-58.8%
Fund FamilyTCW ETFsVanguard (US)
CategoryFixed IncomeEquity
InceptionNov 15, 2024Nov 10, 2006

ACLO vs VYM Performance

TCW AAA CLO ETF (ACLO) is a ETF from TCW ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ACLO returned +5.15% while VYM returned +23.76%. Year to date, ACLO is up 2.92% versus a gain of 13.24% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 0.7% for ACLO. 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 -1.0% for ACLO 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACLO charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, ACLO currently yields 4.89% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

ACLO and VYM share 0 holdings out of 615 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, ACLO or VYM?

ACLO has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, ACLO or VYM?

Over the past year ACLO returned +5.15% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ACLO annualized +5.42% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, ACLO or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.7% for ACLO. Worst drawdown: ACLO -1.0% vs VYM -58.8%.

Should I hold both ACLO and VYM?

ACLO and VYM have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACLO and VYM?

ACLO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 615 unique securities.

Which pays a higher dividend, ACLO or VYM?

ACLO yields 4.89% while VYM yields 2.86%, so ACLO currently pays the higher dividend yield.

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