QDVO 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

MetricQDVOVYMWinner
Expense Ratio0.56%0.04%
AUM$719M$79.0B
Dividend Yield11.37%2.86%
Holdings57568
YTD Return+9.54%+15.45%
1Y Return+18.40%+26.05%
3Y Return (annualized)-+17.96%
5Y Return (annualized)-+12.54%
Volatility (annualized)13.9%14.6%
Max Drawdown-18.6%-58.8%
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
InceptionAug 22, 2024Nov 10, 2006

QDVO vs VYM Performance

Amplify CWP Growth & Income ETF (QDVO) is a ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QDVO returned +18.40% while VYM returned +26.05%. Year to date, QDVO is up 9.54% versus a gain of 15.45% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.9% for QDVO. 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 -18.6% for QDVO 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QDVO charges 0.56% per year while VYM charges 0.04%. On a $10,000 position that is $56 vs $4 annually, a gap of $52 per year that compounds over a long holding period. On income, QDVO currently yields 11.37% against 2.86% for VYM.

Holdings Overlap

13.4%overlap

QDVO and VYM share 12 holdings out of 586 unique holdings combined, representing a 13.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QDVOWeight in VYMDifference
AVGO3.90%6.47%2.57%
WMT1.62%2.44%0.82%
ABBV2.13%1.80%0.33%
CSCOProProPro
KOProProPro
AMGNProProPro
CATProProPro
MOProProPro
ALLProProPro
HASProProPro
See all 10 holdings QDVO 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, QDVO or VYM?

QDVO has an expense ratio of 0.56% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, QDVO or VYM?

Over the past year QDVO returned +18.40% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), QDVO annualized +21.33% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, QDVO or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.9% for QDVO. Worst drawdown: QDVO -18.6% vs VYM -58.8%.

Should I hold both QDVO and VYM?

QDVO and VYM have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QDVO and VYM?

QDVO and VYM share 12 common holdings with a 13.4% weight overlap. Combined, they hold 586 unique securities.

Which pays a higher dividend, QDVO or VYM?

QDVO yields 11.37% while VYM yields 2.86%, so QDVO currently pays the higher dividend yield.

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