GGRW vs VYM

Quick Verdict

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

Lower Fees: GGRWHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricGGRWVYMWinner
Expense Ratio0.00%0.04%
AUM$8M$79.0B
Dividend Yield0.40%2.86%
Holdings42568
YTD Return+9.15%+15.80%
1Y Return+13.35%+26.12%
3Y Return (annualized)+26.62%+18.25%
5Y Return (annualized)+8.06%+12.51%
Volatility (annualized)21.7%14.6%
Max Drawdown-50.3%-58.8%
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 16, 2021Nov 10, 2006

GGRW vs VYM Performance

Gabelli Growth Innovators ETF (GGRW) is a ETF from Gabelli Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GGRW returned +13.35% while VYM returned +26.12%. Year to date, GGRW is up 9.15% versus a gain of 15.80% for VYM.

Over three years, GGRW compounded at +26.62% per year against +18.25% for VYM; over five years the annualized figures are +8.06% and +12.51% respectively. Across the full 6-year window we track, GGRW has the edge at +8.19% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GGRW has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -50.3% for GGRW 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GGRW charges 0.00% per year while VYM charges 0.04%. On a $10,000 position that is $0 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, GGRW currently yields 0.40% against 2.86% for VYM.

Holdings Overlap

6.6%overlap

GGRW and VYM share 3 holdings out of 593 unique holdings combined, representing a 6.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GGRWWeight in VYMDifference
AVGO4.42%6.47%2.05%
CAT1.70%1.51%0.19%
ETN2.36%0.65%1.71%

Frequently Asked Questions

Which is cheaper, GGRW or VYM?

GGRW has an expense ratio of 0.00% while VYM charges 0.04%. GGRW is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, GGRW or VYM?

Over the past year GGRW returned +13.35% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), GGRW annualized +8.19% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, GGRW or VYM?

GGRW has been the more volatile fund at 21.7% annualized versus 14.6% for VYM. Worst drawdown: GGRW -50.3% vs VYM -58.8%.

Should I hold both GGRW and VYM?

GGRW and VYM have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GGRW and VYM?

GGRW and VYM share 3 common holdings with a 6.6% weight overlap. Combined, they hold 593 unique securities.

Which pays a higher dividend, GGRW or VYM?

GGRW yields 0.40% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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