QDIV vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricQDIVVYMWinner
Expense Ratio0.20%0.04%
AUM$30M$79.0B
Dividend Yield2.98%2.86%
Holdings55568
YTD Return+16.31%+15.45%
1Y Return+21.05%+26.05%
3Y Return (annualized)+10.47%+17.96%
5Y Return (annualized)+8.62%+12.54%
Volatility (annualized)18.0%14.6%
Max Drawdown-41.5%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionJul 13, 2018Nov 10, 2006

QDIV vs VYM Performance

Global X S&P 500 Quality Dividend ETF (QDIV) 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 QDIV returned +21.05% while VYM returned +26.05%. Year to date, QDIV is up 16.31% versus a gain of 15.45% for VYM.

Over three years, QDIV compounded at +10.47% per year against +17.96% for VYM; over five years the annualized figures are +8.62% and +12.54% respectively. Across the full 8-year window we track, QDIV has the edge at +8.20% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QDIV has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -41.5% for QDIV 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QDIV charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, QDIV currently yields 2.98% against 2.86% for VYM.

Holdings Overlap

12.0%overlap

QDIV and VYM share 31 holdings out of 568 unique holdings combined, representing a 12.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QDIVWeight in VYMDifference
XOM1.76%2.83%1.07%
PG2.08%1.72%0.36%
UNP2.12%0.70%1.42%
PFEProProPro
LMTProProPro
MDTProProPro
CLProProPro
BLKProProPro
ITWProProPro
ADPProProPro
See all 10 holdings QDIV shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, QDIV or VYM?

QDIV has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, QDIV or VYM?

Over the past year QDIV returned +21.05% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), QDIV annualized +8.20% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, QDIV or VYM?

QDIV has been the more volatile fund at 18.0% annualized versus 14.6% for VYM. Worst drawdown: QDIV -41.5% vs VYM -58.8%.

Should I hold both QDIV and VYM?

QDIV and VYM have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between QDIV and VYM?

QDIV and VYM share 31 common holdings with a 12.0% weight overlap. Combined, they hold 568 unique securities.

Which pays a higher dividend, QDIV or VYM?

QDIV yields 2.98% while VYM yields 2.86%, so QDIV currently pays the higher dividend yield.

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