TRBF vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricTRBFVYMWinner
Expense Ratio0.44%0.04%
AUM$37M$79.0B
Dividend Yield3.57%2.86%
Holdings211568
YTD Return-0.28%+13.24%
1Y Return-+23.76%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)-14.6%
Max Drawdown-2.6%-58.8%
Fund FamilyAngel Oak Capital AdvisorsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 7, 2025Nov 10, 2006

TRBF vs VYM Performance

Angel Oak Total Return ETF (TRBF) is a ETF from Angel Oak Capital Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, TRBF is down 0.28% versus a gain of 13.24% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.6% for TRBF and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

TRBF charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, TRBF currently yields 3.57% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

TRBF and VYM share 0 holdings out of 777 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, TRBF or VYM?

TRBF has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

What is the holdings overlap between TRBF and VYM?

TRBF and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 777 unique securities.

Which pays a higher dividend, TRBF or VYM?

TRBF yields 3.57% while VYM yields 2.86%, so TRBF currently pays the higher dividend yield.

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