BETZ vs VYM
Roundhill Sports Betting & iGaming ETF vs Vanguard High Dividend Yield ETF
Which is better, BETZ or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BETZ | VYM |
|---|---|---|
| Expense Ratio | 0.75% | 0.04%Best |
| AUM | $42M | $78.9B |
| Dividend Yield | 5.87% | 2.37% |
| Holdings | 27 | 608 |
| YTD Return | -22.32% | +11.83%Best |
| 1Y Return | -25.19% | +15.96%Best |
| 3Y Return (annualized) | +3.60% | +18.60%Best |
| 5Y Return (annualized) | -10.83% | +11.51%Best |
| Volatility (annualized) | 29.1% | 13.8%Best |
| Max Drawdown | -60.8% | -15.8%Best |
| $10,000 over 5 years | $5,638 | $17,241Best |
| Fund Family | Roundhill Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Dec 31, 2023 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2020 to Oct 14, 2026 (6.4 years).
BETZ vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.4 years both funds cover.
BETZ vs VYM Performance
Roundhill Sports Betting & iGaming ETF (BETZ) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BETZ returned -25.19% while VYM returned +15.96%. Year to date, BETZ is down 22.32% versus a gain of 11.83% for VYM.
Over three years, BETZ compounded at +3.60% per year against +18.60% for VYM; over five years the annualized figures are -10.83% and +11.51% respectively. Across the full 6-year window we track, VYM has the edge at +13.65% annualized vs +0.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BETZ has been the more volatile fund, with annualized monthly volatility of 29.1% compared with 13.8% 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 -60.8% for BETZ and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BETZ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, BETZ currently yields 5.87% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 16 holdings in BETZ and 602 in VYM, totalling 123.4% and 100.0% of the two funds. That is not enough of BETZ to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 16 positions we hold weights for in BETZ and 602 in VYM, against full books of 27 and 608.
Top Shared Holdings
| Stock | Weight in BETZ | Weight in VYM | Difference |
|---|---|---|---|
| SGHCSuper Group Sghc Ltd | 6.98% | 0.01% | 6.97% |
You are not choosing between two funds in isolation.
Whichever of BETZ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BETZ or VYM?
BETZ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, BETZ or VYM?
Over the past year BETZ returned -25.19% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BETZ annualized +0.95% vs +13.65% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BETZ or VYM?
BETZ has been the more volatile fund at 29.1% annualized versus 13.8% for VYM. Worst drawdown: BETZ -60.8% vs VYM -15.8%.
Should I hold both BETZ and VYM?
BETZ and VYM have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BETZ or VYM?
BETZ yields 5.87% while VYM yields 2.37%, so BETZ currently pays the higher dividend yield.
Is VYM better than BETZ?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.