KDRN vs VYM
KDRN vs VYM
Kingsbarn Tactical Bond 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 | KDRN | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.04% | |
| AUM | $1M | $79.0B | |
| Dividend Yield | 3.33% | 2.86% | |
| Holdings | 6 | 568 | |
| YTD Return | +1.21% | +15.45% | |
| 1Y Return | +2.51% | +26.05% | |
| 3Y Return (annualized) | +3.34% | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 7.0% | 14.6% | |
| Max Drawdown | -15.3% | -58.8% | |
| Fund Family | Kingsbarn Capital Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 19, 2021 | Nov 10, 2006 |
KDRN vs VYM Performance
Kingsbarn Tactical Bond ETF (KDRN) is a ETF from Kingsbarn Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year KDRN returned +2.51% while VYM returned +26.05%. Year to date, KDRN is up 1.21% versus a gain of 15.45% for VYM.
Over three years, KDRN compounded at +3.34% per year against +17.96% for VYM. Across the full 5-year window we track, VYM has the edge at +7.06% annualized vs +0.83%. 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 7.0% for KDRN. 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 -15.3% for KDRN 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KDRN charges 0.57% per year while VYM charges 0.04%. On a $10,000 position that is $57 vs $4 annually, a gap of $53 per year that compounds over a long holding period. On income, KDRN currently yields 3.33% against 2.86% for VYM.
Holdings Overlap
KDRN and VYM share 0 holdings out of 563 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, KDRN or VYM?
KDRN has an expense ratio of 0.57% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, KDRN or VYM?
Over the past year KDRN returned +2.51% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), KDRN annualized +0.83% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, KDRN or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 7.0% for KDRN. Worst drawdown: KDRN -15.3% vs VYM -58.8%.
Should I hold both KDRN and VYM?
KDRN and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KDRN and VYM?
KDRN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.
Which pays a higher dividend, KDRN or VYM?
KDRN yields 3.33% while VYM yields 2.86%, so KDRN currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.