CFO vs VYM
CFO vs VYM
VictoryShares US 500 Enhanced Volatility Weighted ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CFO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $415M | $79.0B | |
| Dividend Yield | 1.24% | 2.86% | |
| Holdings | 502 | 568 | |
| YTD Return | +12.18% | +15.57% | |
| 1Y Return | +16.52% | +25.99% | |
| 3Y Return (annualized) | +11.34% | +18.02% | |
| 5Y Return (annualized) | +4.50% | +12.71% | |
| Volatility (annualized) | 12.3% | 14.6% | |
| Max Drawdown | -24.4% | -58.8% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 1, 2014 | Nov 10, 2006 |
CFO vs VYM Performance
VictoryShares US 500 Enhanced Volatility Weighted ETF (CFO) is a ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CFO returned +16.52% while VYM returned +25.99%. Year to date, CFO is up 12.18% versus a gain of 15.57% for VYM.
Over three years, CFO compounded at +11.34% per year against +18.02% for VYM; over five years the annualized figures are +4.50% and +12.71% respectively. Across the full 12-year window we track, CFO has the edge at +8.30% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.3% for CFO. 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 -24.4% for CFO 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CFO 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, CFO currently yields 1.24% against 2.86% for VYM.
Holdings Overlap
CFO and VYM share 214 holdings out of 843 unique holdings combined, representing a 36.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CFO | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 0.15% | 6.47% | 6.32% |
| JPM | 0.30% | 3.36% | 3.06% |
| XOM | 0.25% | 2.83% | 2.58% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
See all 10 holdings CFO shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CFO or VYM?
CFO has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, CFO or VYM?
Over the past year CFO returned +16.52% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (12 years), CFO annualized +8.30% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, CFO or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.3% for CFO. Worst drawdown: CFO -24.4% vs VYM -58.8%.
Should I hold both CFO and VYM?
CFO and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CFO and VYM?
CFO and VYM share 214 common holdings with a 36.0% weight overlap. Combined, they hold 843 unique securities.
Which pays a higher dividend, CFO or VYM?
CFO yields 1.24% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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