NISM vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricNISMVYMWinner
Expense Ratio0.70%0.04%
AUM-$79.0B
Dividend Yield0.25%2.86%
Holdings88568
YTD Return-0.61%+13.24%
1Y Return-+23.76%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)-14.6%
Max Drawdown-4.3%-58.8%
Fund FamilyNew York Life Investment Management LLCVanguard (US)
CategoryEquityEquity
InceptionMay 13, 2026Nov 10, 2006

NISM vs VYM Performance

NYLI International Small-Mid Cap Equity ETF (NISM) is a ETF from New York Life Investment Management LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, NISM is down 0.61% versus a gain of 13.24% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.3% for NISM and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

NISM charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, NISM currently yields 0.25% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

NISM and VYM share 0 holdings out of 646 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, NISM or VYM?

NISM has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

What is the holdings overlap between NISM and VYM?

NISM and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 646 unique securities.

Which pays a higher dividend, NISM or VYM?

NISM yields 0.25% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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