AIQ vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: AIQMore Diversified: VYM

Side-by-Side Comparison

MetricAIQVYMWinner
Expense Ratio0.68%0.04%
AUM$9.3B$79.0B
Dividend Yield0.07%2.86%
Holdings92568
YTD Return+20.46%+15.20%
1Y Return+38.90%+25.56%
3Y Return (annualized)+29.66%+17.86%
5Y Return (annualized)+15.21%+12.35%
Volatility (annualized)23.5%14.6%
Max Drawdown-44.7%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMay 11, 2018Nov 10, 2006

AIQ vs VYM Performance

Global X Artificial Intelligence & Technology ETF (AIQ) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AIQ returned +38.90% while VYM returned +25.56%. Year to date, AIQ is up 20.46% versus a gain of 15.20% for VYM.

Over three years, AIQ compounded at +29.66% per year against +17.86% for VYM; over five years the annualized figures are +15.21% and +12.35% respectively. Across the full 8-year window we track, AIQ has the edge at +18.96% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AIQ has been the more volatile fund, with annualized monthly volatility of 23.5% 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 -44.7% for AIQ 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

AIQ charges 0.68% per year while VYM charges 0.04%. On a $10,000 position that is $68 vs $4 annually, a gap of $64 per year that compounds over a long holding period. On income, AIQ currently yields 0.07% against 2.86% for VYM.

Holdings Overlap

7.7%overlap

AIQ and VYM share 8 holdings out of 634 unique holdings combined, representing a 7.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AIQWeight in VYMDifference
AVGO3.34%6.47%3.13%
CSCO3.37%1.39%1.98%
QCOM2.00%0.67%1.33%
IBMProProPro
STXProProPro
ACNProProPro
NXPIProProPro
HPEProProPro
See all 8 holdings AIQ shares with VYM
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Frequently Asked Questions

Which is cheaper, AIQ or VYM?

AIQ has an expense ratio of 0.68% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

Which performed better, AIQ or VYM?

Over the past year AIQ returned +38.90% vs +25.56% for VYM, so AIQ leads on 1-year performance. Over the longest common window we track (8 years), AIQ annualized +18.96% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, AIQ or VYM?

AIQ has been the more volatile fund at 23.5% annualized versus 14.6% for VYM. Worst drawdown: AIQ -44.7% vs VYM -58.8%.

Should I hold both AIQ and VYM?

AIQ 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 AIQ and VYM?

AIQ and VYM share 8 common holdings with a 7.7% weight overlap. Combined, they hold 634 unique securities.

Which pays a higher dividend, AIQ or VYM?

AIQ yields 0.07% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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