SHM vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. SHM offers more diversification with 671 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: SHM

Side-by-Side Comparison

MetricSHMVYMWinner
Expense Ratio0.20%0.04%
AUM$3.5B$79.0B
Dividend Yield2.66%2.86%
Holdings988568
YTD Return+0.50%+13.24%
1Y Return+1.88%+23.76%
3Y Return (annualized)+2.65%+16.97%
5Y Return (annualized)+0.76%+12.26%
Volatility (annualized)2.6%14.6%
Max Drawdown-11.6%-58.8%
Fund FamilyState Street Investment ManagementVanguard (US)
CategoryTax PreferredEquity
InceptionOct 10, 2007Nov 10, 2006

SHM vs VYM Performance

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SHM returned +1.88% while VYM returned +23.76%. Year to date, SHM is up 0.50% versus a gain of 13.24% for VYM.

Over three years, SHM compounded at +2.65% per year against +16.97% for VYM; over five years the annualized figures are +0.76% and +12.26% respectively. Across the full 19-year window we track, VYM has the edge at +6.96% annualized vs +0.75%. 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 2.6% for SHM. 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 -11.6% for SHM 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 0.19. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SHM charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, SHM currently yields 2.66% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

SHM and VYM share 0 holdings out of 1229 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SHM or VYM?

SHM has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, SHM or VYM?

Over the past year SHM returned +1.88% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), SHM annualized +0.75% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, SHM or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 2.6% for SHM. Worst drawdown: SHM -11.6% vs VYM -58.8%.

Should I hold both SHM and VYM?

SHM and VYM have a monthly-return correlation of 0.19, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SHM and VYM?

SHM and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1229 unique securities.

Which pays a higher dividend, SHM or VYM?

SHM yields 2.66% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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