LDUR vs VYM
LDUR vs VYM
PIMCO Enhanced Low Duration Active Exchange-Traded Fund 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 | LDUR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.54% | 0.04% | |
| AUM | $1.4B | $79.0B | |
| Dividend Yield | 4.37% | 2.86% | |
| Holdings | 618 | 568 | |
| YTD Return | +1.26% | +15.20% | |
| 1Y Return | +3.60% | +25.56% | |
| 3Y Return (annualized) | +5.02% | +17.86% | |
| 5Y Return (annualized) | +2.32% | +12.35% | |
| Volatility (annualized) | 1.9% | 14.6% | |
| Max Drawdown | -8.7% | -58.8% | |
| Fund Family | PIMCO (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 22, 2014 | Nov 10, 2006 |
LDUR vs VYM Performance
PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is a ETF from PIMCO (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LDUR returned +3.60% while VYM returned +25.56%. Year to date, LDUR is up 1.26% versus a gain of 15.20% for VYM.
Over three years, LDUR compounded at +5.02% per year against +17.86% for VYM; over five years the annualized figures are +2.32% and +12.35% respectively. Across the full 13-year window we track, VYM has the edge at +7.05% annualized vs +1.08%. 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 1.9% for LDUR. 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 -8.7% for LDUR 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LDUR charges 0.54% per year while VYM charges 0.04%. On a $10,000 position that is $54 vs $4 annually, a gap of $50 per year that compounds over a long holding period. On income, LDUR currently yields 4.37% against 2.86% for VYM.
Holdings Overlap
LDUR and VYM share 0 holdings out of 1080 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, LDUR or VYM?
LDUR has an expense ratio of 0.54% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, LDUR or VYM?
Over the past year LDUR returned +3.60% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), LDUR annualized +1.08% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, LDUR or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 1.9% for LDUR. Worst drawdown: LDUR -8.7% vs VYM -58.8%.
Should I hold both LDUR and VYM?
LDUR and VYM have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDUR and VYM?
LDUR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1080 unique securities.
Which pays a higher dividend, LDUR or VYM?
LDUR yields 4.37% while VYM yields 2.86%, so LDUR currently pays the higher dividend yield.
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