HFUL vs VYM

HFUL vs VYM

Which is better, HFUL or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: VYM

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

MetricHFULVYM
Expense Ratio0.60%0.04%Best
AUM-$78.9B
Dividend Yield-2.37%
Holdings-608
YTD Price Return-+9.88%
1Y Price Return-+13.19%
3Y Price Return (annualized)-+15.41%
5Y Price Return (annualized)-+8.34%
Volatility (annualized)-14.6%
Max Drawdown--58.8%
Fund FamilyNew Age AlphaVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionNov 22, 2019Nov 10, 2006

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for HFUL. We have no price series for HFUL, so there is nothing to compare it against.

HFUL vs VYM Performance

New Age Alpha UK Leading ETF (HFUL) is an ETF from New Age Alpha and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US).

Fees and Cost Over Time

HFUL charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period.

You are not choosing between two funds in isolation.

Whichever of HFUL and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HFULVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HFUL or VYM?

HFUL has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Is VYM better than HFUL?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.