PAVE vs VYM

Quick Verdict

VYM has a lower expense ratio. PAVE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: PAVEMore Diversified: VYM

Side-by-Side Comparison

MetricPAVEVYMWinner
Expense Ratio0.47%0.04%
AUM$14.2B$79.0B
Dividend Yield0.51%2.86%
Holdings102568
YTD Return+20.14%+15.80%
1Y Return+28.79%+26.12%
3Y Return (annualized)+22.52%+18.25%
5Y Return (annualized)+17.90%+12.51%
Volatility (annualized)22.9%14.6%
Max Drawdown-44.1%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMar 6, 2017Nov 10, 2006

PAVE vs VYM Performance

Global X US Infrastructure Development ETF (PAVE) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PAVE returned +28.79% while VYM returned +26.12%. Year to date, PAVE is up 20.14% versus a gain of 15.80% for VYM.

Over three years, PAVE compounded at +22.52% per year against +18.25% for VYM; over five years the annualized figures are +17.90% and +12.51% respectively. Across the full 9-year window we track, PAVE has the edge at +16.44% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PAVE has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -44.1% for PAVE 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PAVE charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, PAVE currently yields 0.51% against 2.86% for VYM.

Holdings Overlap

0.4%overlap

PAVE and VYM share 10 holdings out of 633 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in PAVEWeight in VYMDifference
HUBB3.23%0.12%3.11%
RS2.89%0.07%2.82%
RPM1.82%0.06%1.76%
CXTProProPro
WLKProProPro
TRNProProPro
TEXProProPro
MDUProProPro
GBXProProPro
HRIProProPro
See all 10 holdings PAVE shares with VYM
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Frequently Asked Questions

Which is cheaper, PAVE or VYM?

PAVE has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $43 per year of difference.

Which performed better, PAVE or VYM?

Over the past year PAVE returned +28.79% vs +26.12% for VYM, so PAVE leads on 1-year performance. Over the longest common window we track (9 years), PAVE annualized +16.44% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, PAVE or VYM?

PAVE has been the more volatile fund at 22.9% annualized versus 14.6% for VYM. Worst drawdown: PAVE -44.1% vs VYM -58.8%.

Should I hold both PAVE and VYM?

PAVE and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between PAVE and VYM?

PAVE and VYM share 10 common holdings with a 0.4% weight overlap. Combined, they hold 633 unique securities.

Which pays a higher dividend, PAVE or VYM?

PAVE yields 0.51% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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