SBND vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. SBND offers more diversification with 836 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: SBND

Side-by-Side Comparison

MetricSBNDVYMWinner
Expense Ratio0.25%0.04%
AUM$205M$79.0B
Dividend Yield4.53%2.86%
Holdings1,184568
YTD Return+0.69%+13.82%
1Y Return+3.14%+24.08%
3Y Return (annualized)+5.57%+17.72%
5Y Return (annualized)-+12.13%
Volatility (annualized)4.0%14.6%
Max Drawdown-10.8%-58.8%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 21, 2021Nov 10, 2006

SBND vs VYM Performance

Columbia Short Duration Bond ETF (SBND) is a ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SBND returned +3.14% while VYM returned +24.08%. Year to date, SBND is up 0.69% versus a gain of 13.82% for VYM.

Over three years, SBND compounded at +5.57% per year against +17.72% for VYM. Across the full 5-year window we track, VYM has the edge at +6.98% annualized vs +2.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.0% for SBND. 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 -10.8% for SBND 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SBND charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, SBND currently yields 4.53% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

SBND and VYM share 1 holdings out of 1393 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SBNDWeight in VYMDifference
OC0.05%0.04%0.01%

Frequently Asked Questions

Which is cheaper, SBND or VYM?

SBND has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, SBND or VYM?

Over the past year SBND returned +3.14% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), SBND annualized +2.27% vs +6.98% for VYM. Past performance does not guarantee future results.

Which is riskier, SBND or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.0% for SBND. Worst drawdown: SBND -10.8% vs VYM -58.8%.

Should I hold both SBND and VYM?

SBND and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SBND and VYM?

SBND and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1393 unique securities.

Which pays a higher dividend, SBND or VYM?

SBND yields 4.53% while VYM yields 2.86%, so SBND currently pays the higher dividend yield.

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