CTEC vs VYM
Global X ClimateTech ETF vs Vanguard High Dividend Yield ETF
Which is better, CTEC or VYM?
All Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 56.8%.
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 | CTEC | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $23M | $78.9B |
| Dividend Yield | 0.63% | 2.37% |
| Holdings | 92 | 608 |
| YTD Return | -3.66% | +11.83%Best |
| 1Y Return | -5.40% | +15.96%Best |
| 3Y Return (annualized) | +2.42% | +18.60%Best |
| 5Y Return (annualized) | -10.73% | +11.51%Best |
| Volatility (annualized) | 39.0% | 14.0%Best |
| Max Drawdown | -81.6% | -15.8%Best |
| $10,000 over 5 years | $5,669 | $17,241Best |
| Top 10 Weight | 56.8% | 25.8%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Oct 27, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 29, 2020 to Oct 14, 2026 (6 years).
CTEC 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 years both funds cover.
CTEC vs VYM Performance
Global X ClimateTech ETF (CTEC) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CTEC returned -5.40% while VYM returned +15.96%. Year to date, CTEC is down 3.66% versus a gain of 11.83% for VYM.
Over three years, CTEC compounded at +2.42% per year against +18.60% for VYM; over five years the annualized figures are -10.73% and +11.51% respectively. Across the full 6-year window we track, VYM has the edge at +15.50% annualized vs -5.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CTEC has been the more volatile fund, with annualized monthly volatility of 39.0% compared with 14.0% 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 -81.6% for CTEC 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 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CTEC charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, CTEC currently yields 0.63% against 2.37% for VYM.
Holdings Overlap
10.9% of CTEC's money is in holdings VYM also owns. 0.8% of VYM's money is in holdings CTEC also owns.
CTEC and VYM share little of their money.
2 positions in common, counted across the 40 positions we hold weights for in CTEC and 602 in VYM, against full books of 92 and 608.
What only one of them owns
Our book lists 571 positions for VYM that do not appear in our book for CTEC (97.0% of the fund), and 13 for CTEC that do not appear in VYM (29.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of CTEC 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, CTEC or VYM?
CTEC has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, CTEC or VYM?
Over the past year CTEC returned -5.40% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), CTEC annualized -5.26% vs +15.50% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CTEC or VYM?
CTEC has been the more volatile fund at 39.0% annualized versus 14.0% for VYM. Worst drawdown: CTEC -81.6% vs VYM -15.8%.
Should I hold both CTEC and VYM?
CTEC and VYM have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CTEC and VYM?
10.9% of CTEC's money is in holdings VYM also owns. 0.8% of VYM's is in holdings CTEC also owns. They hold 2 positions in common, counted across the 40 positions we hold weights for in CTEC and 602 in VYM.
Which pays a higher dividend, CTEC or VYM?
CTEC yields 0.63% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than CTEC?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 56.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.