GSEW 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

MetricGSEWVYMWinner
Expense Ratio0.09%0.04%
AUM$1.9B$79.0B
Dividend Yield1.38%2.86%
Holdings500568
YTD Return+10.43%+13.24%
1Y Return+15.33%+23.76%
3Y Return (annualized)+15.03%+16.97%
5Y Return (annualized)+8.28%+12.26%
Volatility (annualized)17.2%14.6%
Max Drawdown-38.6%-58.8%
Fund FamilyGoldman Sachs Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 12, 2017Nov 10, 2006

GSEW vs VYM Performance

Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) is a ETF from Goldman Sachs Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GSEW returned +15.33% while VYM returned +23.76%. Year to date, GSEW is up 10.43% versus a gain of 13.24% for VYM.

Over three years, GSEW compounded at +15.03% per year against +16.97% for VYM; over five years the annualized figures are +8.28% and +12.26% respectively. Across the full 9-year window we track, GSEW has the edge at +11.67% annualized vs +6.96%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GSEW has been the more volatile fund, with annualized monthly volatility of 17.2% 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 -38.6% for GSEW 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GSEW charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, GSEW currently yields 1.38% against 2.86% for VYM.

Holdings Overlap

30.9%overlap

GSEW and VYM share 183 holdings out of 835 unique holdings combined, representing a 30.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GSEWWeight in VYMDifference
AVGO0.21%6.47%6.26%
JPM0.21%3.36%3.15%
XOM0.23%2.83%2.60%
JNJProProPro
WMTProProPro
ABBVProProPro
PGProProPro
HDProProPro
CVXProProPro
CATProProPro
See all 10 holdings GSEW shares with VYM
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Frequently Asked Questions

Which is cheaper, GSEW or VYM?

GSEW has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, GSEW or VYM?

Over the past year GSEW returned +15.33% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), GSEW annualized +11.67% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, GSEW or VYM?

GSEW has been the more volatile fund at 17.2% annualized versus 14.6% for VYM. Worst drawdown: GSEW -38.6% vs VYM -58.8%.

Should I hold both GSEW and VYM?

GSEW and VYM have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GSEW and VYM?

GSEW and VYM share 183 common holdings with a 30.9% weight overlap. Combined, they hold 835 unique securities.

Which pays a higher dividend, GSEW or VYM?

GSEW yields 1.38% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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