STBL vs VYM

STBL vs VYM

Which is better, STBL or VYM?

Diversified Sectoral Bond against Large Cap Value.

VYM led over 1Y and the full window.

Higher Returns: 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

MetricSTBLVYM
Expense Ratio-0.04%
AUM$194,463.67$78.9B
Dividend Yield17.30%2.37%
Holdings11608
Volatility (annualized)4.4%Best14.5%
Max Drawdown-11.1%Best-13.4%
$10,000 over 1.1 years$9,099$10,369Best
Fund FamilyDRIVE WEALTHVanguard (US)
CategoryFixed IncomeEquity
StyleDiversified Sectoral BondLarge Cap Value
InceptionJul 26, 2021Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 1507 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. STBL has data through Aug 29, 2022 and VYM through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 27, 2021 to Aug 29, 2022 (1.1 years).

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 4.4% for STBL. 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 -11.1% for STBL and -13.4% 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 0.78. They usually move together, but the gap leaves some room for diversification.

You are not choosing between two funds in isolation.

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

STBLVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, STBL or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 4.4% for STBL. Worst drawdown: STBL -11.1% vs VYM -13.4%.

Should I hold both STBL and VYM?

STBL and VYM have a monthly-return correlation of 0.78, 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, STBL or VYM?

STBL yields 17.30% while VYM yields 2.37%, so STBL currently pays the higher dividend yield.

Is VYM better than STBL?

VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.