ROM vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: ROMMore Diversified: VYM

Side-by-Side Comparison

MetricROMVYMWinner
Expense Ratio0.95%0.04%
AUM$1.1B$79.0B
Dividend Yield0.06%2.86%
Holdings90568
YTD Return+56.59%+15.80%
1Y Return+81.90%+26.12%
3Y Return (annualized)+51.63%+18.25%
5Y Return (annualized)+22.92%+12.51%
Volatility (annualized)41.9%14.6%
Max Drawdown-83.8%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJan 30, 2007Nov 10, 2006

ROM vs VYM Performance

ProShares Ultra Technology (ROM) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ROM returned +81.90% while VYM returned +26.12%. Year to date, ROM is up 56.59% versus a gain of 15.80% for VYM.

Over three years, ROM compounded at +51.63% per year against +18.25% for VYM; over five years the annualized figures are +22.92% and +12.51% respectively. Across the full 20-year window we track, ROM has the edge at +24.15% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ROM has been the more volatile fund, with annualized monthly volatility of 41.9% 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 -83.8% for ROM 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ROM charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, ROM currently yields 0.06% against 2.86% for VYM.

Holdings Overlap

9.7%overlap

ROM and VYM share 18 holdings out of 615 unique holdings combined, representing a 9.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ROMWeight in VYMDifference
AVGO2.83%6.47%3.64%
CSCO1.76%1.39%0.37%
IBM1.10%0.98%0.12%
TXNProProPro
ADIProProPro
QCOMProProPro
STXProProPro
GLWProProPro
DELLProProPro
NXPIProProPro
See all 10 holdings ROM 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, ROM or VYM?

ROM has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, ROM or VYM?

Over the past year ROM returned +81.90% vs +26.12% for VYM, so ROM leads on 1-year performance. Over the longest common window we track (20 years), ROM annualized +24.15% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, ROM or VYM?

ROM has been the more volatile fund at 41.9% annualized versus 14.6% for VYM. Worst drawdown: ROM -83.8% vs VYM -58.8%.

Should I hold both ROM and VYM?

ROM and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ROM and VYM?

ROM and VYM share 18 common holdings with a 9.7% weight overlap. Combined, they hold 615 unique securities.

Which pays a higher dividend, ROM or VYM?

ROM yields 0.06% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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