VOTE vs VYM
VOTE vs VYM
TCW Transform 500 ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VOTE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.05% | 0.04% | |
| AUM | $1.1B | $79.0B | |
| Dividend Yield | 0.95% | 2.86% | |
| Holdings | 507 | 568 | |
| YTD Return | +13.58% | +15.45% | |
| 1Y Return | +24.04% | +26.05% | |
| 3Y Return (annualized) | +21.42% | +17.96% | |
| 5Y Return (annualized) | +12.90% | +12.54% | |
| Volatility (annualized) | 15.8% | 14.6% | |
| Max Drawdown | -25.7% | -58.8% | |
| Fund Family | TCW ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2021 | Nov 10, 2006 |
VOTE vs VYM Performance
TCW Transform 500 ETF (VOTE) is a ETF from TCW ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year VOTE returned +24.04% while VYM returned +26.05%. Year to date, VOTE is up 13.58% versus a gain of 15.45% for VYM.
Over three years, VOTE compounded at +21.42% per year against +17.96% for VYM; over five years the annualized figures are +12.90% and +12.54% respectively. Across the full 5-year window we track, VOTE has the edge at +13.62% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOTE has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -25.7% for VOTE 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOTE charges 0.05% per year while VYM charges 0.04%. On a $10,000 position that is $5 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, VOTE currently yields 0.95% against 2.86% for VYM.
Holdings Overlap
VOTE and VYM share 207 holdings out of 847 unique holdings combined, representing a 32.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in VOTE | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.80% | 6.47% | 3.67% |
| JPM | 1.31% | 3.36% | 2.05% |
| XOM | 0.97% | 2.83% | 1.86% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
See all 10 holdings VOTE shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, VOTE or VYM?
VOTE has an expense ratio of 0.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $1 per year of difference.
Which performed better, VOTE or VYM?
Over the past year VOTE returned +24.04% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), VOTE annualized +13.62% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, VOTE or VYM?
VOTE has been the more volatile fund at 15.8% annualized versus 14.6% for VYM. Worst drawdown: VOTE -25.7% vs VYM -58.8%.
Should I hold both VOTE and VYM?
VOTE and VYM have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VOTE and VYM?
VOTE and VYM share 207 common holdings with a 32.3% weight overlap. Combined, they hold 847 unique securities.
Which pays a higher dividend, VOTE or VYM?
VOTE yields 0.95% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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