GVUS vs VYM
GVUS vs VYM
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. GVUS delivered stronger 1-year returns. GVUS offers more diversification with 753 holdings.
Side-by-Side Comparison
| Metric | GVUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.04% | |
| AUM | $413M | $79.0B | |
| Dividend Yield | 1.55% | 2.86% | |
| Holdings | 856 | 568 | |
| YTD Return | +19.58% | +13.24% | |
| 1Y Return | +31.06% | +23.76% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +12.26% | |
| Volatility (annualized) | 11.9% | 14.6% | |
| Max Drawdown | -16.3% | -58.8% | |
| Fund Family | Goldman Sachs Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 28, 2023 | Nov 10, 2006 |
GVUS vs VYM Performance
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) 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 GVUS returned +31.06% while VYM returned +23.76%. Year to date, GVUS is up 19.58% versus a gain of 13.24% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.9% for GVUS. 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 -16.3% for GVUS 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
GVUS charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, GVUS currently yields 1.55% against 2.86% for VYM.
Holdings Overlap
GVUS and VYM share 306 holdings out of 1005 unique holdings combined, representing a 48.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GVUS | Weight in VYM | Difference |
|---|---|---|---|
| JPM | 2.49% | 3.36% | 0.87% |
| XOM | 1.63% | 2.83% | 1.20% |
| JNJ | 1.77% | 2.62% | 0.85% |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
See all 10 holdings GVUS 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, GVUS or VYM?
GVUS has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, GVUS or VYM?
Over the past year GVUS returned +31.06% vs +23.76% for VYM, so GVUS leads on 1-year performance. Over the longest common window we track (3 years), GVUS annualized +21.22% vs +6.96% for VYM. Past performance does not guarantee future results.
Which is riskier, GVUS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.9% for GVUS. Worst drawdown: GVUS -16.3% vs VYM -58.8%.
Should I hold both GVUS and VYM?
GVUS and VYM have a monthly-return correlation of 0.95, 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 GVUS and VYM?
GVUS and VYM share 306 common holdings with a 48.5% weight overlap. Combined, they hold 1005 unique securities.
Which pays a higher dividend, GVUS or VYM?
GVUS yields 1.55% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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