SXQG 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

MetricSXQGVYMWinner
Expense Ratio0.55%0.04%
AUM$61M$79.0B
Dividend Yield0.03%2.86%
Holdings94568
YTD Return+2.29%+15.80%
1Y Return+2.79%+26.12%
3Y Return (annualized)+11.74%+18.25%
5Y Return (annualized)+4.91%+12.51%
Volatility (annualized)16.6%14.6%
Max Drawdown-34.0%-58.8%
Fund Family6 Meridian ETFVanguard (US)
CategoryEquityEquity
InceptionMay 10, 2021Nov 10, 2006

SXQG vs VYM Performance

ETC 6 Meridian Quality Growth ETF (SXQG) is a ETF from 6 Meridian ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SXQG returned +2.79% while VYM returned +26.12%. Year to date, SXQG is up 2.29% versus a gain of 15.80% for VYM.

Over three years, SXQG compounded at +11.74% per year against +18.25% for VYM; over five years the annualized figures are +4.91% and +12.51% respectively. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs +6.41%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SXQG 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 -34.0% for SXQG 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SXQG charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, SXQG currently yields 0.03% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

SXQG and VYM share 0 holdings out of 568 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, SXQG or VYM?

SXQG has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

Which performed better, SXQG or VYM?

Over the past year SXQG returned +2.79% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), SXQG annualized +6.41% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, SXQG or VYM?

SXQG has been the more volatile fund at 16.6% annualized versus 14.6% for VYM. Worst drawdown: SXQG -34.0% vs VYM -58.8%.

Should I hold both SXQG and VYM?

SXQG and VYM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SXQG and VYM?

SXQG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 568 unique securities.

Which pays a higher dividend, SXQG or VYM?

SXQG yields 0.03% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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