FUSI 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

MetricFUSIVYMWinner
Expense Ratio0.27%0.04%
AUM$23M$79.0B
Dividend Yield5.25%2.86%
Holdings61568
YTD Return+3.21%+13.24%
1Y Return+5.36%+23.76%
3Y Return (annualized)+5.77%+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)0.7%14.6%
Max Drawdown-0.7%-58.8%
Fund FamilyAmerican Century InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 14, 2023Nov 10, 2006

FUSI vs VYM Performance

American Century Multisector Floating Income ETF (FUSI) is a ETF from American Century Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FUSI returned +5.36% while VYM returned +23.76%. Year to date, FUSI is up 3.21% versus a gain of 13.24% for VYM.

Over three years, FUSI compounded at +5.77% per year against +16.97% for VYM. Across the full 3-year window we track, VYM has the edge at +6.96% annualized vs +6.00%. 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 0.7% for FUSI. 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 -0.7% for FUSI 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FUSI charges 0.27% per year while VYM charges 0.04%. On a $10,000 position that is $27 vs $4 annually, a gap of $23 per year that compounds over a long holding period. On income, FUSI currently yields 5.25% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

FUSI and VYM share 0 holdings out of 579 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, FUSI or VYM?

FUSI has an expense ratio of 0.27% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, FUSI or VYM?

Over the past year FUSI returned +5.36% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), FUSI annualized +6.00% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, FUSI or VYM?

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

Should I hold both FUSI and VYM?

FUSI and VYM have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FUSI and VYM?

FUSI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 579 unique securities.

Which pays a higher dividend, FUSI or VYM?

FUSI yields 5.25% while VYM yields 2.86%, so FUSI currently pays the higher dividend yield.

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