PRAE vs VYM
PRAE vs VYM
PlanRock Alternative Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. PRAE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | PRAE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.49% | 0.04% | |
| AUM | $12M | $79.0B | |
| Dividend Yield | 0.48% | 2.86% | |
| Holdings | 28 | 568 | |
| YTD Return | +10.55% | +15.57% | |
| 1Y Return | +26.31% | +25.99% | |
| 3Y Return (annualized) | - | +18.02% | |
| 5Y Return (annualized) | - | +12.71% | |
| Volatility (annualized) | 13.7% | 14.6% | |
| Max Drawdown | -17.7% | -58.8% | |
| Fund Family | PlanRock Investments | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 18, 2023 | Nov 10, 2006 |
PRAE vs VYM Performance
PlanRock Alternative Growth ETF (PRAE) is a ETF from PlanRock Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year PRAE returned +26.31% while VYM returned +25.99%. Year to date, PRAE is up 10.55% versus a gain of 15.57% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.7% for PRAE. 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 -17.7% for PRAE 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
PRAE charges 1.49% per year while VYM charges 0.04%. On a $10,000 position that is $149 vs $4 annually, a gap of $145 per year that compounds over a long holding period. On income, PRAE currently yields 0.48% against 2.86% for VYM.
Holdings Overlap
PRAE and VYM share 0 holdings out of 570 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, PRAE or VYM?
PRAE has an expense ratio of 1.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $145 per year of difference.
Which performed better, PRAE or VYM?
Over the past year PRAE returned +26.31% vs +25.99% for VYM, so PRAE leads on 1-year performance. Over the longest common window we track (3 years), PRAE annualized +12.93% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, PRAE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.7% for PRAE. Worst drawdown: PRAE -17.7% vs VYM -58.8%.
Should I hold both PRAE and VYM?
PRAE and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PRAE and VYM?
PRAE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 570 unique securities.
Which pays a higher dividend, PRAE or VYM?
PRAE yields 0.48% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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