RWLC 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

MetricRWLCVYMWinner
Expense Ratio0.32%0.04%
AUM$97M$79.0B
Dividend Yield13.05%2.86%
Holdings107568
YTD Return+16.67%+15.80%
1Y Return-+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)-14.6%
Max Drawdown-8.5%-58.8%
Fund FamilyThe Advisors Inner Circle FundVanguard (US)
CategoryEquityEquity
InceptionDec 15, 2021Nov 10, 2006

RWLC vs VYM Performance

Rayliant NxtGen Multifactor US Equity ETF (RWLC) is a ETF from The Advisors Inner Circle Fund and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, RWLC is up 16.67% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.5% for RWLC and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

RWLC charges 0.32% per year while VYM charges 0.04%. On a $10,000 position that is $32 vs $4 annually, a gap of $28 per year that compounds over a long holding period. On income, RWLC currently yields 13.05% against 2.86% for VYM.

Holdings Overlap

13.9%overlap

RWLC and VYM share 44 holdings out of 614 unique holdings combined, representing a 13.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RWLCWeight in VYMDifference
AVGO1.31%6.47%5.16%
XOM1.71%2.83%1.12%
ABBV1.14%1.80%0.66%
WMTProProPro
GILDProProPro
MOProProPro
BKProProPro
PGRProProPro
STXProProPro
VLOProProPro
See all 10 holdings RWLC 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, RWLC or VYM?

RWLC has an expense ratio of 0.32% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

What is the holdings overlap between RWLC and VYM?

RWLC and VYM share 44 common holdings with a 13.9% weight overlap. Combined, they hold 614 unique securities.

Which pays a higher dividend, RWLC or VYM?

RWLC yields 13.05% while VYM yields 2.86%, so RWLC currently pays the higher dividend yield.

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