TMSL vs VYM

Quick Verdict

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

Lower Fees: VYMHigher Returns: TMSLMore Diversified: VYM

Side-by-Side Comparison

MetricTMSLVYMWinner
Expense Ratio0.55%0.04%
AUM$2.8B$79.0B
Dividend Yield0.49%2.86%
Holdings347568
YTD Return+20.77%+15.45%
1Y Return+33.06%+26.05%
3Y Return (annualized)+19.33%+17.96%
5Y Return (annualized)-+12.54%
Volatility (annualized)16.7%14.6%
Max Drawdown-24.7%-58.8%
Fund FamilyT.Rowe PriceVanguard (US)
CategoryEquityEquity
InceptionJun 14, 2023Nov 10, 2006

TMSL vs VYM Performance

T. Rowe Price Small-Mid Cap ETF (TMSL) is a ETF from T.Rowe Price and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TMSL returned +33.06% while VYM returned +26.05%. Year to date, TMSL is up 20.77% versus a gain of 15.45% for VYM.

Over three years, TMSL compounded at +19.33% per year against +17.96% for VYM. Across the full 3-year window we track, TMSL has the edge at +19.72% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMSL has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -24.7% for TMSL 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TMSL 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, TMSL currently yields 0.49% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

TMSL and VYM share 0 holdings out of 720 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, TMSL or VYM?

TMSL 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, TMSL or VYM?

Over the past year TMSL returned +33.06% vs +26.05% for VYM, so TMSL leads on 1-year performance. Over the longest common window we track (3 years), TMSL annualized +19.72% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, TMSL or VYM?

TMSL has been the more volatile fund at 16.7% annualized versus 14.6% for VYM. Worst drawdown: TMSL -24.7% vs VYM -58.8%.

Should I hold both TMSL and VYM?

TMSL and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between TMSL and VYM?

TMSL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 720 unique securities.

Which pays a higher dividend, TMSL or VYM?

TMSL yields 0.49% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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