TAN vs YUMY

TAN vs YUMY

Which is better, TAN or YUMY?

Each has led over a different period.

TAN led over 1Y, YUMY over the full window.

Higher Returns: split

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

MetricTANYUMY
Expense Ratio0.70%-
AUM$888M$3M
Dividend Yield0.00%2.47%
Holdings9140
Volatility (annualized)39.3%20.0%Best
Max Drawdown-59.0%-41.1%Best
$10,000 over 2.9 years$4,633$7,070Best
Fund FamilyInvesco (US)VanEck
CategoryEquityEquity
StyleMid Cap GrowthMid Cap Growth
InceptionApr 15, 2008Nov 30, 2021

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

The two price series end 712 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. TAN has data through Oct 14, 2026 and YUMY through Nov 1, 2024.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 2, 2021 to Nov 1, 2024 (2.9 years).

Compare TAN against instead:TAN vs SPYTAN vs QQQTAN vs VOOTAN vs VTIYUMY against:YUMY vs VXUS

Risk: Volatility and Drawdowns

TAN has been the more volatile fund, with annualized monthly volatility of 39.3% compared with 20.0% for YUMY. 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 -59.0% for TAN and -41.1% for YUMY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.

You are not choosing between two funds in isolation.

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

TANYUMY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, TAN or YUMY?

TAN has been the more volatile fund at 39.3% annualized versus 20.0% for YUMY. Worst drawdown: TAN -59.0% vs YUMY -41.1%.

Should I hold both TAN and YUMY?

TAN and YUMY have a monthly-return correlation of 0.66, 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, TAN or YUMY?

TAN yields 0.00% while YUMY yields 2.47%, so YUMY currently pays the higher dividend yield.

Is YUMY better than TAN?

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