QVML 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

MetricQVMLVYMWinner
Expense Ratio0.11%0.04%
AUM$1.5B$79.0B
Dividend Yield1.01%2.86%
Holdings451568
YTD Return+12.72%+13.82%
1Y Return+22.61%+24.08%
3Y Return (annualized)+21.29%+17.72%
5Y Return (annualized)+13.25%+12.13%
Volatility (annualized)15.3%14.6%
Max Drawdown-23.5%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionJun 28, 2021Nov 10, 2006

QVML vs VYM Performance

Invesco S&P 500 QVM Multi-factor ETF (QVML) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QVML returned +22.61% while VYM returned +24.08%. Year to date, QVML is up 12.72% versus a gain of 13.82% for VYM.

Over three years, QVML compounded at +21.29% per year against +17.72% for VYM; over five years the annualized figures are +13.25% and +12.13% respectively. Across the full 5-year window we track, QVML has the edge at +13.63% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QVML has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -23.5% for QVML 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QVML charges 0.11% per year while VYM charges 0.04%. On a $10,000 position that is $11 vs $4 annually, a gap of $7 per year that compounds over a long holding period. On income, QVML currently yields 1.01% against 2.86% for VYM.

Holdings Overlap

32.7%overlap

QVML and VYM share 213 holdings out of 792 unique holdings combined, representing a 32.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QVMLWeight in VYMDifference
AVGO3.47%6.47%3.00%
JPM1.42%3.36%1.94%
XOM0.91%2.83%1.92%
JNJProProPro
WMTProProPro
CATProProPro
PGProProPro
HDProProPro
CSCOProProPro
CVXProProPro
See all 10 holdings QVML shares with VYM
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Frequently Asked Questions

Which is cheaper, QVML or VYM?

QVML has an expense ratio of 0.11% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, QVML or VYM?

Over the past year QVML returned +22.61% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), QVML annualized +13.63% vs +6.98% for VYM. Past performance does not guarantee future results.

Which is riskier, QVML or VYM?

QVML has been the more volatile fund at 15.3% annualized versus 14.6% for VYM. Worst drawdown: QVML -23.5% vs VYM -58.8%.

Should I hold both QVML and VYM?

QVML and VYM have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QVML and VYM?

QVML and VYM share 213 common holdings with a 32.7% weight overlap. Combined, they hold 792 unique securities.

Which pays a higher dividend, QVML or VYM?

QVML yields 1.01% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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