SNPE vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: SNPEMore Diversified: VYM

Side-by-Side Comparison

MetricSNPEVYMWinner
Expense Ratio0.10%0.04%
AUM$2.6B$79.0B
Dividend Yield0.96%2.86%
Holdings334568
YTD Return+13.58%+15.20%
1Y Return+25.92%+25.56%
3Y Return (annualized)+21.14%+17.86%
5Y Return (annualized)+14.11%+12.35%
Volatility (annualized)16.6%14.6%
Max Drawdown-33.8%-58.8%
Fund FamilyXtrackers ETFsVanguard (US)
CategoryEquityEquity
InceptionJun 25, 2019Nov 10, 2006

SNPE vs VYM Performance

Xtrackers S&P 500 Scored & Screened ETF (SNPE) is a ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SNPE returned +25.92% while VYM returned +25.56%. Year to date, SNPE is up 13.58% versus a gain of 15.20% for VYM.

Over three years, SNPE compounded at +21.14% per year against +17.86% for VYM; over five years the annualized figures are +14.11% and +12.35% respectively. Across the full 7-year window we track, SNPE has the edge at +16.91% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SNPE has been the more volatile fund, with annualized monthly volatility of 16.6% 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 -33.8% for SNPE 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SNPE charges 0.10% per year while VYM charges 0.04%. On a $10,000 position that is $10 vs $4 annually, a gap of $6 per year that compounds over a long holding period. On income, SNPE currently yields 0.96% against 2.86% for VYM.

Holdings Overlap

34.0%overlap

SNPE and VYM share 164 holdings out of 725 unique holdings combined, representing a 34.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SNPEWeight in VYMDifference
WMT1.50%2.44%0.94%
ABBV0.95%1.80%0.85%
CAT1.10%1.51%0.41%
HDProProPro
CSCOProProPro
BACProProPro
KOProProPro
MRKProProPro
UNHProProPro
GSProProPro
See all 10 holdings SNPE 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, SNPE or VYM?

SNPE has an expense ratio of 0.10% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, SNPE or VYM?

Over the past year SNPE returned +25.92% vs +25.56% for VYM, so SNPE leads on 1-year performance. Over the longest common window we track (7 years), SNPE annualized +16.91% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, SNPE or VYM?

SNPE has been the more volatile fund at 16.6% annualized versus 14.6% for VYM. Worst drawdown: SNPE -33.8% vs VYM -58.8%.

Should I hold both SNPE and VYM?

SNPE and VYM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SNPE and VYM?

SNPE and VYM share 164 common holdings with a 34.0% weight overlap. Combined, they hold 725 unique securities.

Which pays a higher dividend, SNPE or VYM?

SNPE yields 0.96% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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